A comprehensive financial plan includes investment planning for the future, in a tax effective way, while ensuring your wealth is properly transitioned to your beneficiaries with proper estate planning and insurance strategies. We deal with the leading providers of insurance, accounting, and legal services. We will work with you to develop the best solutions in all areas of financial planning and risk management.
Protecting Your Family
Minimizing risk and taxes should be a key component to any financial plan. We will integrate an analysis for life insurance, living benefits, (Disability Insurance, Critical Illness, Long Term Care, health & dental) and estate planning insurance, with every customized financial plan.
Protecting Your Retirement
Keeping your investments in tax-effective solutions and ensuring that you will not outlive your income are typical retirement planning concerns. We work with you to determine what level of savings you need to make in order to reach your goals.
Protecting Your Estate
In many cases having an estate plan in place can minimize the impact of probate taxes, the inconvenience of having unorganized affairs in the event of an unexpected death of a loved one. We can help you determine which strategies will ensure your estate is managed and transferred to your beneficiaries to minimize the impact.
Protecting Your Business
We offer various financial tools for your small business and employees, such as key person insurance, group insurance planning, and group retirement and pension plans.
Protecting Your Legacy
Whether you are interested in leaving an inheritance to your loved ones, or are interested in participating in a worthy charitable cause, we will help you identify the financial benefits of giving (tax deductions) while keeping you on track for your financial success.