Business owners are fully engaged in the success of their own businesses. As a result, they often have little time to actively manage their own personal resources. We assist those individuals with income maximization, group benefits planning, tax reduction strategies, cash flow planning, estate planning, and long-term wealth planning for both their business and family assets.
Retirees have the distinctive challenge of making sure their assets last throughout their life. Individuals receiving a lump-sum retirement plan distribution often need help investing those funds for the long term. We implement investment strategies within the context of an overall financial plan to ensure that those funds last for as long as they need to, while simultaneously providing for a client’s lifestyle of choice.
High-level business executives often face demanding schedules and added financial complexity. As a result, many executives appreciate the help of a trusted financial advisor. By providing wealth management, financial consulting, tax reduction, and estate planning services, we free up executives to focus on the success of their businesses and careers.
Individuals that acquire money through inheritance or divorce often need help integrating that money into their wealth management plan. Though they often come during difficult periods of life, these new financial assets can accelerate the accomplishment of long-term financial goals. Too often, financial opportunities are wasted through the improper management of unexpected funds. Our advisors review existing financial plans and decide where the new assets could be most effectively utilized.
Families with multi-generational wealth face a number of unique challenges. We provide financial and investment planning services for families in order to ensure a maximum retention of assets while preserving important relationships. Utilizing trusts, charitable foundations, and family investment companies, we help clients develop long-term strategies for preserving and distributing family wealth.