Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that reflects the success of your life’s work.
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Tax Planning
It’s said that only two things are certain in life: death and taxes! While there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
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Asset Management
You and your loved ones work hard to accumulate assets over a lifetime. With a strong financial plan, when the time comes for you to leverage those assets, the hope is that they’ll be there for you to benefit from.
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Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Planning for Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
The Resilient Woman
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best.
