BUSINESS PLANNING

For you, business is personal. Your personal success depends upon your business success. Your business success relies upon the success of your Team. Let us help you:

PERSONAL FINANCIAL PLANNING

Together, we will look at where you are today and discuss your vision for the future. Moving forward, we will discuss multiple strategies specifically designed to help take you where you want to go. Here is how we will get it done:

ESTATE PLANNING

As a team, we can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

RETIREMENT PLANNING

Starting with you in mind, we will tailor your plan to fit you and your goals with a range of financial options to help you live the life you always wanted.

LONG-TERM CARE PLANNING

The U.S. Department of the Treasury tells us that half of Americans who live to age 65 will need long-term care at some point in their lives. That’s a high risk, which makes planning for long-term care a critical part of a sound financial plan.

SPECIAL NEEDS PLANNING

Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.

EDUCATION FUNDING

With the cost of school continuing to rise, it is more important than ever to have a plan to pay for it. We can help you understand your options for saving and funding education.

EDUCATION PLANNING