Financial & Estate Planning
Most financial decisions are made at the time of significant life-altering events, such as the sale of a business, retirement or addition to the family. Our mission is to understand and guide you through these transitions, reduce your complexity and set a measurable path for your future. A comprehensive financial plan is structured to give both unbiased and objective advice tailored to meet your needs so you can make informed decisions about your wealth. A typical financial plan may include the following customized components:
- Customized Net-Worth Statement
- Retirement Projections/Cash Flow
- Risk Analysis Review (Life & Disability)
- Investment Allocation
- Tax Savings Strategies
- Monte Carlo Simulation
- College Planning
- Estate Planning (Personal, Charitable, Business)
The Planning Process
Public Company Executives – Situational Planning
2019 Tax Guide