Services
Face it head-on.
Many of our clients come to us worried about things like life transitions, an unforeseen event, or running out of resources. We find that when faced head-on, these worries look a lot smaller.
Here are some common things we can help you address.
Financial Planning
Step one is doing great custom planning for your life — we don’t stuff our clients into risk models or other templates.
Retirement
- When can I afford to retire?
- How much can I spend without running out?
Tax Planning
- How can I reduce my tax burden?
Investments
- Does my portfoilio support my goals and timelines?
- Am I exposed to an appropriate level of risk for my goals?
Risk management
- Is my insurance properly structured?
- What can I do to safeguard my family if something happens to me?
Estate Planning
- Do my will and trust sufficiently outline the distribution of my assets?
- How do I choose my power of attorney?
- What steps can I take so my end-of-life wishes are respected?
Legacy and Next-Gen
Great planning looks at the full scope of your life and beyond.
Wealth Transfers
- How can I reduce the IRS’ cut?
- How can I help my heirs be good stewards of their inheritance
College Planning
- 529 plans, State Prepaid Programs, Education IRAs— which strategy is right for my family?
Unintentional
Disinheritance
- Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Business Owners & Executives
If you run a business or occupy leadership position in one, we canhelp you explore ways to increase retention, save on taxes, and more.
Retirement Plan
- How can I get the value out of my business to support my retirement?
- Are there retirement benefits I offer employees competative?
- How can this expense reduce my taxes?
Succession Plan
- What are the tax imlications of my current buy/sell agreement?
- Do they change if the surviving stockholder decides to sell the business?
Taxes
- Is the IRS effectively an quity partner in my business ?
- How do I manage executive compensation?