We provide oversight and guidance on any issue that can affect you financially in any way. Based on your specific direction and our knowledge of how the financial markets work, we craft a roadmap to get you to where you want to go. We then work collaboratively with other professionals to:
- help you manage your lifestyle and assets in a realistic, balanced way
- use the tax code advantageously, and
- implement strategies around asset ownership, family dynamics, mortality and charitable giving.
Whether you have philanthropic aspirations or want to provide for future generations, we are here to guide you.
Once we have a clear picture of where you are and where you want to go, we work collaboratively with accountants, attorneys, and other professionals to keep you on track.
Please note that we are not tax advisors nor are we lawyers… but we’re happy to work with yours or help you find one.