Retirement Planning

One of the most common questions asked is “when can I retire?” Creating a plan for spending and savings helps ensure someone has enough money to maintain a constant standard of living throughout retirement.

Tax Strategy

We can help you minimize your tax obligation through the use of complex financial planning strategies that vary depending on your unique situation. This can make a significant difference in your level of wealth, especially after years of compounding.

Estate Planning

There has been, and will continue to be, a great shift in wealth across generations as demographics change. Dictated by the client’s goals and desires, we can help clients think through tax-efficient, yet impactful, transfer strategies to shift wealth to the next generation.

Education Funding

The cost of private education increases every year. We help our clients create a plan for savings in a tax-advantageous way.

Real Estate

Decisions revolving around real estate can be a meaningful factor impacting your ultimate financial success. Related topics that we frequently advise our clients on include the affordability of a home or investment, the decision to buy or rent, and how to most efficiently finance and/or refinance.

Executive Compensation

Stock options and other compensation can be a substantive portion of a person’s wealth. Understanding the taxation and ramifications of holding concentrated equity and options positions can significantly affect a person’s bottom line.

Insurance

We do not sell insurance products. Instead, we work with brokers and employee benefits departments to ensure our clients have adequate coverage for any liabilities they may face.

Charitable Giving

Whether a client has a favorite cause or is just beginning to consider how they may want to give back to society, we advise them how to best achieve their goals. In addition to helping them achieve their philanthropic goals, we employ customized strategies that allow many of our clients to lower their taxes through charitable giving.

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