The process of fine tuning, maintaining, and updating a financial portfolio to keep pace with life events, and changes in markets, regulations, and technology. It is important that a financial plan is structured and organized to prioritize goals such as Retirement Planning, Tax Planning and Mitigation, Savings, Education Funding, and other personal or financial goals.
Wealth Transfer (estate planning/wills/trusts)
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that often occurs when heirs attempt to sort out a family member's estate. An estate plan could include wills and trusts, life insurance, power of attorney, and other strategies. Everyone has an estate, and we believe it’s vital to assist our clients in making well informed decisions about their many options.
Wealth Protection (risk management/insurance)
It is critical to ensure wealth is protected against catastrophic losses, extended illness, disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses. Asset protection, Health/Medicare Insurance, and Long-term Care Planning are essential tools to ensure retirement is secure and protected.
We help our clients fulfill their philanthropic goals and maximize the effectiveness of their charitable legacy.