A financial plan isn't a luxury, it's a necessity. Without a plan, goals may fail to materialize. We provide innovative solutions for life's financial challenges.
ESTATE & LEGACY PLANNING
We help you control how your assets are transferred to the people and/or organizations you care most about. Simply put, we help you formulate "who," "what," and "when." Who do you want the recipient to be, what do you want to transfer to them, and when do you want this to happen, all while helping you minimize taxes, legal fees, and court costs.
Utilizing sophisticated tax strategies, we help you gain control over the portion of your wealth that exceeds your family’s needs. Our cutting edge approach minimizes fees while maximizing the magnitude of financial contribution.
LIQUIDITY EVENT PLANNING
Various life events may cause you to acquire a large sum of money. We work with your legal and tax professionals to provide the necessary financial, tax, and legal planning required to manage and optimize your potential.
Loss of a family member
Losing a spouse, partner, or other family member is a difficult event. In addition to the emotional stresses during this time, a variety of tasks and important financial decisions must be made including final arrangements, notifying various businesses and government agencies, settling the estate, and providing for your own financial security in a tax and cost efficient manner. Our time tested approach assists in navigating this process.