We offer financial planning services to clients in various stages of life and in a myriad of financial situations. Based on the needs of our clients, we provide the following services and deliverables:
- Comprehensive financial plans
- Personal financial audits
- Liquidity analysis
- Budgeting
- Cash flow management
- Statements of financial position and cash flow statements
- Education planning
- Debt consolidation and maintenance
- Retirement planning
- Many more…
We follow our bespoke investment approach for each and every client, as we pursue wealth creation for our entire client base.
Estate Planning
We offer comprehensive estate planning to bring peace of mind to our clients that their resources will be properly passed on to heirs and charities, while limiting tax implications. Our strategies include (but are not limited to) the following:
- Gifting strategies
- Estate liquidity
- Trusts
- Powers of appointment
- Living wills and medical directives
- Business transfers
- Charitable transfers
- Fiduciaries, executors and administrators
Tax Planning
As part of our financial planning and estate planning, we incorporate in tax planning for our clients to minimize the impact of tax implications to each and every financial decision made or passed on. We work with our clients to structure their financial position to limit overall tax exposure at both the federal, state and local levels. Our tax planning strategies include:
- Education tax shelters
- Retirement plans
- Gift taxing
- Life insurance
- Capital gains/losses and property dispositions
- Many more…