We provide a broad array of planning and guidance in all areas of our client's lives. We utilize a variety of accounts, investments, insurance and other tactics to implement your financial objectives.
- Helping children: Savings, Family loans, Learning about money, etc.
- Retirement transitions: Transitioning from working because you have to
- Funding eduction: Saving decisions, 529 plans, Coordinating Loans/Grants/Scholarships
- Meet financial needs: Income planning, Spending plan, Social Security, etc.
- Attain financial wants: Vacation home, Family events, Hobbies & leisure, Lease vs. buy
- Manage health: Employee benefits, Medicare/ACA, Long-term care, etc.
- Clarify vision: Financial planning, Retirement planning, Investor education
- Smooth life transitions: Marriage/Divorce, Birth/Death, Change of residence, Assisted living
- Manage resources: Investments & savings, Home, Risk management
- Tax mitigation: Tax loss harvesting, Retirement plan funding, Stock options
- Protect assets: Insurance, Business/Buy-Sells, LLC's/LP's, Defined benefit plans
- Execute intentions: Trusts & Wills, Life insurance, Titling of assets, Medical directives/POA's
- Help beneficiaries: Designations, Valuation/Projections, Corporate trustees
- Charitable giving: Charitable trusts, Planning, Donor advised funds, Tax considerations