Financial Planning

A spouse, children, houses, cars, and vacations... life can be overwhelming.  Keeping it all organized while optimizing your savings, taxes, debts, insurance and budgeting can also  be overwhelming.  We can help.  Between our deep experience and leading client engagement and management tools we can give you the confidence and knowledge to envision your financial future.

If you’re within five years of retirement, you’ve made it to a critical window.  Choices you make or don’t make now will impact you for the rest of your life.  Now is the time to confirm your plans for retirement.  When can you retire?  How much will you be able to spend?  Will you have the proper insurance?  Are you invested appropriately?  Do you have the right plan for your social security elections? Are you managing taxes and debts to optimize your future success?  Don't face this most critical period of your financial life alone: allow us to share with you our experiences of hundreds of successful retirements.  By using leading edge retirement, risk and income planning tools as well as our knowledge we can help you make the right choices for your retirement. 

Financial planning doesn’t stop once you retire.  Managing your income distributions, growing your assets to keep pace with inflation, monitoring your insurance and risk managements strategies as well as keeping an eye on tax rules and opportunities that may impact your ongoing financial success are all critical to a well maintained retirement plan.  We will be with you every step of the way.

You’ve worked a lifetime to build your legacy. We will work with you to ensure that the plan to transition what you’ve built reflects your wishes.  We will educate you on strategies and approaches that address your concerns about how taxes, control and philanthropy might impact your estate plan. By working with  estate planning professionals like attorneys, accountants and independent trust companies we can help you design an estate plan that fulfills your legacy.