You have financial questions and you want great answers.
Whether you are an individual, family, own a business, or are involved in a trust or charitable organization, we can help you. Our goal is to understand what drives you, what you value, and the things that take money and planning to accomplish what you want to do.
Whether its saving for college, buying a vacation home or planning for retirement, most people want to pursue their goals with confidence and clarity.
We help create your road map for how you'll accomplish your specific goals.
Individuals & Families
We believe that we’re all in a big “game”, the goal of which is to live the life we want to live. You should feel fulfilled by how you are planning for your future and know that the decisions you are making today enable you to live the life you want tomorrow. For some that fulfillment will be in leaving a legacy and to others it will be providing for their family. We help guide your financial decision by listening to you and understanding your goals.
We will work closely with your tax and legal advisors to identify specific needs and to develop an integrated plan for you and your business. We can help you with financial concerns related to 401(k) plans, investments, group benefits, succession planning for your business, financial planning for the future, and much more.
Trusts & Foundations
A trust or a foundation may be part of a financial plan recommended by us or your estate planning attorney. We coordinate the financial, legal and tax expertise to help you offset estate taxes, provide benefits to you, as the donor, to your beneficiaries and to your charitable causes.