Estate and Financial Planning

Financial planning, asset management, and estate planning work together. We look after long-term asset appreciation and provide guidance on strategies to preserve your wealth so it may be passed on to your family.

In today’s complex world marked by volatile markets, creative compensation schemes, diverse investment opportunities, and complex changing tax requirements, it is difficult to have confidence and peace of mind when it comes to your financial life. Our financial planning practice helps you navigate the unique challenges you face in managing your wealth and planning for the future.

Estate planning is a core component of your overall financial plan. A solid estate plan offers tax benefits via strategies that work to reduce estate value, shelter estate value, and shift future appreciation out of the estate. And your estate plan needs to withstand careful scrutiny.

We build customized, personal financial plans and strategies that aid long-term wealth creation and offer wealth management services to help you best enjoy the rewards. Ongoing financial planning for our clients allows us to direct your financial situation toward your most important goals.

Basic Strategies to Help You Prepare for the Future

  • Preserve your assets
  • Create a diversified investment portfolio
  • Avoid trendy financial and investment products or strategies
  • Manage your risks
  • Take a long-term view

We apply these strategies to your unique financial and personal circumstances to help you simplify and navigate the complexities to achieve financial security and maximize your estate.

Estate, Trust and Gift Planning

Effective estate, trust, and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.