Our Retirement Planning process is designed to help our clients – of all ages – achieve their future financial goals. It involves helping you articulate your objectives, identify your resources and assess your investment risk tolerance. Together, we will create a tax efficient plan to support your dreams.
Our Estate Planning process was established with the ultimate goal of asset protection and preservation. We work together with our clients’ accountants, lawyers as well as with highly regarded tax experts toward a goal of preserving your wealth and creating an everlasting legacy. Plans are tailored to meet your unique needs, aspirations and goals.
As part of our retirement planning and estate planning process, we use our in-house tax expertise to review each client’s current financial and tax affairs. We make recommendations to minimize tax exposure and work together with your professional advisors to develop a plan that best satisfies your objectives.
Integrating a charitable giving strategy into your estate planning creates a winning scenario for the charity, for you and for your family. Regardless of the size of your estate, a charitable plan will likely save you taxes and provide you the opportunity to continue fulfilling your charitable wishes in perpetuity. A charitable gift can be made without adversely affecting your family or impacting their inheritance. In fact, if planned properly, the gift can result in an increase to the value of your estate.