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Wealth Planning and Enhancement

We utilize holistic personal planning to provide customized wealth management strategies for clients. This method organizes their individual and/or family finances to help pursue their goals. We take a thorough approach to help manage the complexities of a client's personal finances, while providing structure to prepare and adapt to normal changes which occur over time.

Although every client's situation is different, common areas of personal financial planning include: asset management (investments), retirement strategies, budgeting, tax planning, ensuring adequate insurance coverage, estate planning, and charitable giving.

The planning process is continuous and there is ongoing monitoring and review of the client's overall financial situation. Adjustments are recommended when circumstances and objectives change, or if new goals arise.

   

Solutions tailored to you

WEALTH PROTECTION AND TRANSFER

  • Estate planning
  • Tax-efficient wealth transfer
  • Multigenerational strategies
  • Insurance strategies
  • Business succession and transfer issues

ASSET-SPECIFIC ANALYSIS AND PLANNING

  • Business ownership and closely held assets
  • Concentrated wealth
  • Executive compensation
  • Retirement plans and IRAs
  • Social Security Planning and Solutions