Planning

FinancialPlanning

We engage in a meaningful in-depth conversation about what is most important to you—ranging from your biggest concerns to your biggest ambitions. We then develop a roadmap to help realize these aspirations. This planning is not a one-time event, but rather an ongoing process—as your life changes so will your needs and goals. We enjoy serving as your advocate, coach and guide along this journey.

Our financial planning services include:

Retirement Planning

Living the life you've imagined.

We use sophisticated analytical tools to pull together your complete financial picture. We generate long-term financial projections that help to assess how long you may need to work and how close you are to securely funding your goals and dreams.

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Insurance Reviews

Protecting against life's uncertainties.

We work with industry experts to assess if you have purchased reasonable protection to mitigate your major risks and if you are paying competitive rates. While we do not sell insurance, we can assist you with finding potentially attractive options for life, health, disability, long-term care, property and liability coverage.

Income Tax Planning

Lowering your tax bill.

We help you identify and take advantage of various tax-saving strategies. These include emphasizing tax-efficient investments, optimizing the use of tax-sheltered accounts, and timing the elective realization of income, gains and deductions to best effect.

Estate, Gift & Charitable Planning

Leaving a legacy.

We work with you and your attorney to develop estate planning strategies designed to limit future tax obligations and assure your legacy. For clients with charitable intent, we can help set up donor-advised funds, foundations and various trust structures to help provide both tax savings and meaningful impact.

Everything Else

We are a trusted advisor and sounding board for all types of major financial decisions.

From saving for college to exercising stock options, from financing a transaction to selecting a lawyer, lender or CPA, we can offer valuable perspective and expert advice.