Wealth Management

Bringing together all the pieces of your financial life is a challenging task.  From retirement saving to investing, estate planning, tax planning, and everything in between, "finances" can have a different meaning for each person.  Your goals, concerns and situation are unique, so you need a plan that is unique as well.  Additionally, you need a plan that is flexible to the changes and events your family will experience over time.

Family Wealth Program

Retirement Planning

You know how important it is to plan for your retirement, but where do you begin?  One of your first steps should be to estimate how much income you'll need to satisfy your future lifestyle.  That's not as easy as it sounds because retirement planning is not an exact science.  Your specific needs depend on your goals and many other factors.

Investment Planning

A successful investor maximizes gain and minimizes loss.  Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, there are some basic principles that may help you invest more successfully.

Estate Planning

By definition, estate planning is a process designed to help you manage your assets while you are alive or incapacitated, and to distribute your assets after death based on your specific wishes.  What estate planning means to you specifically depends on your age, health, wealth, lifestyle, life stage, goals, and many other factors.

Tax Planning

Effective tax planning is a long-term, year-round process and cannot be executed in the waning days of December.  Tax planning should ensure “tax efficiency” when handling all elements of a plan.  Working with your CPA, we help deploy various strategies like deferral shifting and tax-efficient investing.

Charitable Giving

When developing your tax and estate plan, you can do well by doing good for others.  Making a charitable gift gives you a sense of personal satisfaction because it provides support to a cause or community.  However, careful planning is needed so that your charitable gift is made in the most tax-efficient way possible.

Business Succession Planning

One of the important decisions a business leader must face is when and how to step out of the business.  When do you expect to retire from your business?  Do you have a plan in place?  What would happen to your business if you were to die today?  Do you have children you hope to bring into the business?  These are questions only you can answer, and your answers will lead you and your financial, tax and legal advisors to a course of action.

See any services that you would like more information about?  Call our office and speak to a member of our team today to get started on your path to a clear financial future.