Your family’s needs are diverse and complex – you need an advisor with the experience and expertise to understand them. From setting aside a nest egg for retirement to financing a child’s education, we have a broad suite of services that aim to fit your priorities. Our services are designed to incorporate your unique life needs and include insurance analysis, trust and estate planning, asset management, education planning and retirement planning, to name a few.
After working hard for years to accumulate wealth, it’s critical that you select a trusted partner to develop a sound plan to strategically fit your family’s needs. Helping to manage your assets and mitigating the effects of estate taxes, we’ll work collaboratively with other estate planning professionals (including attorneys and accountants) to help ensure that your legacy is preserved for those that matter most in your life. We can help you plan for the future no matter the span of your goals – providing income for your spouse, funding a child’s or grandchild’s education or endowing a favorite charity.
How We Would Protect Those That Matter Most
The Client: A retiring couple with a multimillion-dollar net worth and two adult children.
The Vision: To purchase a vacation home, live comfortably and plan an estate.
Our Plan: We would assist with the financing of a vacation property, prepare asset allocation and retirement plans, present options for trusts, analyze insurance needs and develop a comprehensive plan to minimize the impact of taxes.
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.