Our Capabilities

Because there’s no such thing as a purely financial decision…. and everything affects everything else.


Each of our clients has a unique story. Woven into families, work, goals and dreams are important decisions to be made, complex problems to be solved and lasting legacies to be created. How can we help you with your story?

 

RETIREMENT & LIFE PLANNING   MULTI-GENERATIONAL PLANNING   FINANCIAL PLANNING  
We've all heard the saying, "the early bird gets the worm". That saying applies to retirement planning; the earlier and more comprehensive the planning, the more options you will have to realize your dreams for the second half of life — a life of significance…
 
  Emotional ties to certain assets such as inherited stock or property can cloud judgment and complicate good financial and estate decision making as wealth is transferred from one generation to the next.
 
  Investments are assets but not all assets are investments. A priceless asset is peace of mind, knowing that even when unwise decisions have been made, corrective and trustworthy help is available.
 
 
TAX PLANNING   WEALTH TRANSFER   SPECIAL CIRCUMSTANCES  
It is said that there is nothing certain in life but death and taxes. Yet income tax can be minimized and inheritances protected by knowledgeably guiding financial assets to their best uses according to your wishes and multiplying the impact.
 
  Your estate documents may be legally sound, but do they accomplish your goals? We view your financial and estate decisions holistically through the scope of your life today, tomorrow and eternally.
 
  Even the best plans can be dramatically changed by life circumstances: losing a spouse, the birth of a special needs child or grandchild, a traumatic accident, the loss of a job. Life occurs, which can impact life goals.
 
 
BUSINESS TRANSITION PLANNING PHILANTHROPY / CHARITY        
Business owners have a full plate dealing with company finances, leases, equipment, employees, products and services. Add internal or external conflicts and the health of the company and its leadership can soon be in jeopardy.
 
  What kind of impact do you want to have? With proper planning, the joy of giving while you're living can be experienced, along with the tax and estate benefits that come with executing a wise philanthropic plan that reflects your passions.
 
     

 

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