Advice and Consulting

  • Retirement planning
  • Estate planning
  • Education planning
  • Entity planning
  • Financial plans
  • Wealth creation
  • Wealth management
  • Risk management
  • Business consulting

The world of finance is broad and complex. To properly build and maintain wealth you need advice in many different areas. At the heart of most financial plans is a income tax strategy as well as a proper investment plan.

We can help you project how much you will need to maintain your lifestyle in retirement or save for your children’s education. We offer advice on how to minimize the taxation of your estate, or how to transfer or sell your business with minimal tax consequences. Whatever stage of life you are currently going through we have the expertise to help you.

We work with our exclusive attorney to complete your estate planning. Professional legal services are the underpinning of most successful estate planning strategies; they can give you more control over your assets during your life and permit the transfer of wealth to individuals or institutions of your choice. Our legal services can create an estate plan for the supervision of your property during life, as well as how that property should be distributed at death. These services also address those special issues that may comfort an individual; such as providing financial security for family and friends, planning for children of a prior marriage, equalizing inheritances fairly, and retiring from a business.

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.

At the heart of any retirement plan is the distribution of accumulated assets. The correct distribution method will help to ensure that your retirement savings last beyond your lifetime with minimum shrinkage from taxes.

In today’s world we all seem to get busier. It has become increasingly important that you have a trusted advocate on your side. We hope to give you advice that will comfort you and put your mind at ease knowing that your financial life is in order.