Our Services
Let’s Make a Plan Together
Retirement Planning
Our team’s extensive experience crafting bespoke portfolios for clients has helped us to appreciate the different visions of the future that each of us holds. We therefore treat each client as an individual, and patiently gain an understanding of where they have been, where they are now and, most importantly, where they want to go.
We support our clients with the following:
- Comprehensive Financial Planning
- Management of Income Streams
- Understanding Tax Shelters
- Protecting What You’ve Built
- Planning for Impact from Anticipated Legislation
Estate Planning
When estate planning, the individual is primarily thinking about their loved ones. We work with clients to ensure they form a plan that provides not only for their loved ones, but reflects their commitment to charity and makes clear all of their personal wishes are known. We help clients understand the ins and outs of wills and trusts, charitable giving, and wealth transfer so that their estate plan is most advantageous to those who stand to inherit.
Business Succession
The process of planning one’s departure from an executive role has many aspects, not the least of which is protecting the individual who is stepping away. We review the impact of the client’s departure in terms of executive benefits, compliance and contractual obligations, and consider whether the change in leadership has the potential to impact the market. The ultimate goal is a seamless transition that preserves the executive’s legacy.
It’s always the right time to review your financial goals and ensure you are on the best path to reach them. Let us help you plan to protect and achieve what is important to you. Contact us to set up an introductory call with our team.