Individuals and Families

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

2020 Tax Guide