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?
Investments
- Does my portfolio support my goals and timelines?
- Am I exposed to an appropriate level of risk for my goals?
Tax Planning
- How can I reduce my tax burden?
Risk Management
- Is my insurance properly structured?
- What can I do to protect 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 a power of attorney?
- How can I ensure 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
- In the event my spouse remarries, how can I make sure assets transfer to my children (rather than the new spouse)?
Business Owners & Executives
If you run a business or occupy a leadership position in one, we can help 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 the retirement benefits I offer employees competitive?
- How can this expense reduce my taxes?
Succession Plan
- What are the tax implications of my current buy/sell agreement?
- Do they change if the surviving stockholder decides to sell the business?
Taxes
- Is the IRS effectively an equity partner in my business?
- How do I manage executive compensation?