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.