Estate Planning – Protecting and preserving your life’s effort.- Calculate current estate taxes
- Assist in reviewing trusts and wills
- Determine estate goals and objectives
- Evaluate options to reduce estate taxes
- Coordinate assets with estate plan
- Review life insurance, ownership, type and amount
Investment Planning – Analyzing your current financial situation, defining goals, objectives and time frames and creating a strategy to help you meet them. Then monitoring and managing your strategy to keep it on track.- Evaluate current investment portfolio
- Define goals and objectives
- Design allocation model to meet goals
- Monitor portfolio
- Provide quarterly consolidated reports
Business/Practice Succession Planning – Evaluating options and creating effective transition and exit strategies.- Coordinate business succession plan
- Evaluate business agreements
- Review buy-sell options
- Review business valuation options
Retirement Planning – Evaluating your options and working together to develop a retirement strategy that meets your needs.- Develop retirement goals and objectives
- Evaluate retirement options
- Project retirement cash flow
- Review and analyze pension plan
Comprehensive Financial Planning Designing, integrating and monitoring all aspects of your "Financial Plan for Life."- Define goals and objectives
- Develop an action plan
- Integrate all components of plan
- Implement solutions
- Monitor plan
Miscellaneous Planning- Long-term care strategies
- College funding alternatives
- Charitable planning
Mission StatementOur goal is to provide personal financial planning services and products to help successful people accumulate wealth, preserve wealth and provide for the people they care about.
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