Individuals & Families

Family Wealth Planning

Analysis of your current estate plan and concerns
Develop strategies to accomplish your life plan
Discuss tactics to maximize your estate and minimize your taxes
Meet with your attorney
Annual projections of wealth preservation plans for your family
Provide guidance with the appropriate and necessary steps in the event of the death of a loved one

Analysis of your income needs now and in the future
Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
Analysis of the beneficiaries of your IRAs

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
Meet with your tax preparer
Recommend tax solutions including tax advantaged investments
Keep you informed of changes in the tax laws and how they affect your situation

Review your investments and design a personalized portfolio appropriate to your needs
Continuous monitoring of your investments
Quarterly meetings and statements to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
Review your employer retirement plans, such as 401(k) or 403(b), and provide you with investment recommendations in line with your plans and objectives.