Our Services

 

 

 

 

 

  

  • Transition planning
    Guiding business owners through the process of transitioning their business to the next generation or to an outside third party in the most efficient manner. 
  • Retirement planning
    Making the most of your qualified retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
     
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Working with your existing CPA or referring you to qualified tax specialists.
     
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
     
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and hopefully exceed your goals.
     
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.