There are important financial decisions to be made at each stage in your life. We are familiar with the financial scenarios facing you today and in the future and offer a comprehensive list of services to help you meet your goals.
We offer the following services working directly with you and/or your investment advisor and attorney:
- Analysis of your specific situation, facts and circumstances
- Provide recommendations that will reduce taxes currently and fit into a long-term strategy
- Strategic tax planning tailored to your lifestyle and specific needs
- Professional guidance regarding the preservation of family wealth
- Analysis of retirement plan assets and how best to take yearly distributions
- Tax minimization
Wealth Transfer Strategies
- Coordinate with estate planning attorneys to expertly address wealth transfer issues in order to minimize estate taxes and maximize assets for future generations
- If requested, we will come to your home and assist with the payment of bills, reconciliation of checkbooks and organization of financial affairs.
We are eager to serve you and earn your business.