We provide comprehensive financial planning services that include review and recommendations for all aspects of your financial life including: goals/objectives, estate planning, tax planning, wealth management/transfer, college funding, retirement income planning, charitable giving strategies and life/disability/long-term care insurance needs.
For business clients, we provide retirement benefit plan reviews and recommendations. We handle all types of plans including profit sharing, 401k, traditional pension plans (defined benefit), SEPs, SIMPLE IRAs and deferred executive compensation plans. Key employee insurance, buy/sell agreement funding and cash management strategies are also provided.
We have developed a very specialized niche in the field of Charitable Gift & Trust Planning. We work with clients and other advisors to create charitable giving strategies and plans to help clients reduce or eliminate taxes, increase income and diversification, leave large gifts to charity and enhance wealth passed to heirs.
