Strategic Asset Management
You can rest assured that you and your money are taken care of when you use our full service offerings. When your needs change, we work closely with you and adjust your strategy to prepare for capital protection, asset growth, business succession, retirement and more.
Retirement Planning
Start early on your retirement planning by developing a wealth accumulation plan with us, based on your specific goals and objectives. As you approach and enter retirement, we guide you on critical decisions and implement a strategy that will secure your financial vitality permanently.
Estate Planning
Estate planning helps ensure that your assets are designated for the use you have intended. Our assistance may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.
Charitable Giving
You may want to give to your favorite charitable trusts, private family foundations, community foundations, or donor-advised funds. Utilizing outright gifts, will or trust bequests and beneficiary designations, we’ll help optimize the way your wealth is shared with others.
Business Succession Planning
You need a succession plan that puts you, your family, and your business in the best possible position during a foreseen or unforeseen transition. We’ll help you develop this strategy in a tax-efficient manner that helps you realize your vision for the future.
Risk Management
Many people don’t consider the need for insurance and how it can impact their wealth. If you want quality insurance alternatives that offer a layer of safety for you, your family, your business, or your organization, we can help.
Financial Transitions
Our Certified Financial Transitionists (CeFT), have specialized training in financial planning and wealth management in the face of personal transition including divorce or death of a spouse. We employ an array of specific strategies, processes, and services to help make your situation less stressful and more productive.
Tax Planning
Wealth management and tax planning are interrelated and should be treated so. With our team’s guidance, you can put yourself and your family in a better position to meet your future goals by implementing a strategic tax strategy.