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Retirement Planning
We delve into the unique aspects of your situation to formulate the best strategies for achieving your retirement goals. This might include 401k asset allocations, IRA management, pension review, and ensuring that all other aspects of your financial life are structured to complement your retirement goals.
Education Planning
Saving for education expenses are an important ingredient in the financial plan of many families. Here we weigh the pros and cons of all the various vehicles to prepare a plan to meet the educational needs of your family: 529 Plans, Education IRA's, UTMA's, Trusts and more.
Insurance Review
We review your insurance coverage for auto, home, life, liability, long-term care, disability and others to make sure you have the appropriate amount of insurance to protect your family.
Tax Strategies
We take care to make sure that your investments are managed in a tax efficient manner and work closely with you or your CPA to make sure that you are taking advantage of all the appropriate deductions.
Small Business Consulting
Many of our clients are small business owners and entrepreneurs. They rely on us to assist them with various aspects of their business or to discuss the merit of new ventures they are considering. We can assist in aspects such as formulating the appropriate retirement plan, strategies to safeguard business liabilities, strategies to maximize earnings in a tax efficient way, basic accounting principles and more. Most importantly we assist clients in getting the most out of their entrepreneurial efforts by helping to put the right team of professionals together to support them (Attorneys, CPA's etc).
Estate Planning
In concert with the appropriate estate planning attorney we assist clients in all aspects of estate planning including wills & trusts, durable power of attorney, healthcare proxies, and wealth preservation strategies.
Financial Life Coaching
Many clients have benefited from our ability to assist them in overcoming obstacles in their financial life. From providing financial education, to helping with ways to find common ground with family members around money issues, to empowering our clients to leverage the benefits of their financial security to enhance their lives, we are dedicated to serving the unique needs of our clients.
Real Estate Planning/Investing
Real estate is often a very significant portion of one's overall investment picture. Due to an extensive background in real estate, we are able to blend investment expertise with creative strategies to assist clients in analyzing and planning for all aspects of their real estate investments.
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