Retirement Planning
Together we craft an achievable and fulfilling lifetime financial master plan. This will ensure you have a clear strategy to help you accomplish your life’s aspirations.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Tax Planning
Without careful planning it’s quite possible to have a higher tax bill in retirement then when you were working. Our tax planning services aim at keeping taxes low today and throughout your retirement by: Analyzing your tax returns annually Calculating the effects of Roth Conversions Coordinating &...
Investment Planning
We don’t believe investment results should depend on someone’s ability to pick stocks or predict the future. Furthermore, we don’t believe your retirement should be invested in a ‘one size fits all’ 60% stocks and 40% bond portfolio.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.