Wealth Planning

Personal Financial Planning

Build and protect your wealth with our specialized guidance and effective financial planning. We help you increase gains while managing risk, ensuring long-term growth and protection of your wealth.

Some of the ways we can help include:

  • Planning for your children’s college education by calculating how much it will cost, reviewing assets and developing strategies to deal with any potential gaps in estimates, and creating an optimized plan based on your risk tolerance and personal financial status.
  • Saving for retirement by estimating your requirements for a comfortable retirement, reviewing retirement income and assets, estimating possible shortfalls, and developing a personal retirement savings plan.
  • Protecting your family in case of temporary or long-term disability. We help you setup an emergency savings account with a plan to keep it funded, and provide analysis of your various insurance coverages. Your powers of attorney and will are also reviewed to ensure that your affairs are properly handled should you be unable to manage them yourself.
  • Optimizing your investments by determining how best to increase returns and improve predictability, while reducing risk.
  • Maximizing the legacy your heirs receive by minimizing estate tax, court, probate and other legal costs.

Estate Planning

Not understanding all of the financial and legal implications of estate planning can end up costing you a lot.

Whether you think that you might be young enough to not have to worry about it, or feel too busy to deal with it now, taking care of your estate planning now can end up sparing your family from dealing with unnecessary stress, costs, and delays.

We handle each estate plan on a case-by-case basis, creating a personalized custom plan for each unique situation.

We will work with you to:

  • Establish your estate planning team with legal, tax, and finance experts.
  • Analyze and propose options.
  • Streamline any probate process by identifying and minimizing potential issues and costs.
  • Create or review important documents such as trusts, wills, and power of attorney.
  • Develop a strategy for maintaining your estate after death.
  • Reduce estate taxes.
  • Update and modify your estate plan when needed.

The complexity of estate planning can be intimidating, but you don’t have to take it on by yourself. We are here to help guide you through the entire process.

Elder Care

As they age, our loved ones may need assistance with managing their finances like paying bills and balancing their checkbooks, tasks that can become stressful and challenging.

Our elder care services provide your grandparent or parent with a trustworthy and caring professional to help them with day-to-day finances. We communicate with you and keep you informed so you can rest assured that your loved one is being well taken care of.

We assist your family member with:

  • Budgeting, and paying bills.
  • Balancing checkbooks and writing checks.
  • Ensuring all received money is documented and deposited.
  • Making sure retirement account distributions are managed properly.
  • Estimating future cash flow requirements.
  • Planning, preparing, and filing gift, estate, trust, and income tax.
  • Reviewing legal and financial documents and providing recommendations.

Our elder care services help your loved ones continue to live independent lives and enjoy their financial freedom. To learn more about we can help, contact us now.

Attain Financial Freedom

Take control of your finances. Get in touch with us. We look forward to talking with you to figure out the best way we can help.


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