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Estate and Financial Planning

We help you create and implement estate and financial plans tailored to your unique needs.

Our focus is on long-term benefits:

  • Conducting a clear analysis of your current financial situation relative to your future goals
  • Developing a framework in which to make important financial decisions
  • Offering an array of options for accomplishing your objectives
  • Providing clarity around the implications of your decisions
  • Delivering an organized approach to managing your finances
Financial Planning Modules 
  • Life and financial goal setting
  • Cash flow
  • Retirement planning
  • Education planning
  • Insurance and longterm care planning
  • Estate planning
  • Stock option planning
  • Implementation and ongoing review 
 Investment Planning
  • Customized asset allocation
  • Alternative asset strategies
  • Stock option planning
  • Investment analysis
 Business Planning
  •  Advisory services in connection with sale:
  • Buy-sell agreement
  • Sale to charitable trust
  • Sale to ESOP
  • Valuation services
 Estate & Philanthropic
  •  Estate and tax planning strategies
  • Charitable giving opportunities
  • Administration of Trusts and Estates
  • Establishment of goals and objectives to support the family’s wealth plan and philanthropic legacy
  • Management of the family’s wealth around vision, values, and impact
  • Creation and oversight of a supporting organization, private, or family foundation