What We Do

We help our clients climb the personal financial mountains of life which may include:

• Funding college education for children and grandchildren.
• Having more than enough income and resources for a good retirement.
• Purchase and/or sale of real estate.
• Development, implementation, management and monitoring of investment strategies.
• Management of funds held in an employer sponsored retirement plan.
• Development of wealth transfer strategies to children and grandchildren.
• Planning to receive an inheritence
• Making certain that a pre-mature death would not derail the family wealth management plan.
• Determining how much to contribute to employer sponsored plans and which options to use.
• Tax modeling of current and proposed strategies.
• Planning for late in life medical expenses especially long-term care needs.