Estate Planning Strategies
Having an estate plan is considered paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in reviewing your situation so your estate benefits the people and charities you care about most.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you can reach your financial goals.
Tax Planning for Business Owners
Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. We can work with your tax professional to implement strategies designed to mitigate tax obligations.
Executive Compensation for Business Owners
In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity.
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about succession planning...
Life Insurance
Life insurance seems like a straight-forward financial product. Insurance companies receive premiums and in exchange they pay out a death benefit to policyholders' beneficiaries. However, these plans can be much more complex than that. "There are a lot of options – much more than people realize,"...
Disability Insurance
Disability insurance is an agreement made between insurance companies and policyholders. In exchange for the monthly payments you make, the insurance company agrees to pay you a monthly benefit amount if you suffer a disability that affects your ability to work. Disability insurance is designed to...
