The core of our business- a Holistic approach to managing every aspect of your financial life.
Retirement Planning and Plan Design
Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Education and Family Support
planning for the support and education of children and grandchildren.
An individualized asset allocation strategy seeks to mitigate the risks of any one asset class though diversification and balance.
this relates to individuals and businesses. Making a plan, prioritizing, setting achievable targets and constant monitoring of your results.
Advice on gifting to charitable organizations and causes.
Financial Planning for Businesses
For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.
Estate and Succession Planning
Estate and succession planning: whether by leaving assets to heirs or to a charitable organization, we work with clients to develop a plan that aids in the challenges of taxation, family disagreement and administration.
One should not just think of having their taxes prepared but it is far more important to have a planned strategy in place.
Risk Management and Insurance
Life can surprise us with unexpected events such as illness, injury, job loss, death or natural disaster. We work with our clients to assess their risks and develop strategies to manage and mitigate those risks.
Dealing with major life changes
Dealing with a large windfall, new baby or handling some tough times through which we all travel.
Public Speaking and Consultancy
We have spoken on aspects of financial planning both locally and nationally. If you have a group interested in a presentation or some consultancy advice on financial planning please contact our offices.