Wealth Management and Financial Planning

We develop an understanding of our client’s financial picture and expectations through the discovery process which helps clarify client goals and is the basis for our wealth management and financial planning services.

This includes:

  • Retirement planning and projections that are continually updated throughout the years, amid life and market changes
  • Education planning that includes projections for future costs and tax-efficient savings options
  • Insurance evaluation to ensure the appropriate coverage for you, your family and your assets
  • Estate planning to ensure the proper structure and efficient transfer of your assets
  • Tax planning to minimize costs and properly plan for taxable transactions
  • Communication with professionals including CPA’s, attorneys and insurance agents to coordinate your overall planning process