Benefits Our Clients Have Realized Through Their Work with Us Organizing a comprehensive and integrated Financial Condition Model for financial planning purposes.Making informed decisions regarding their financial situation and how they can optimize the benefits of the wealth they have accumulated over time.Building a comprehensive financial strategy that truly reflects and embodies their personal goals, values and life objectives.Integrating that knowledge into their personal investment decisions. Evaluate if a strategy to potentially maximize pension alternatives is appropriate Detemine specific investments in light of their asset allocation decisions. Developing an exit strategy from their closely-held business. Reducing and/or eliminating capital gains taxes. Making informed decisions on retirement planning options and on age of retirement. Determining how much insurance they really need and how that need will changeover time. Evaluating how much they could afford to gift to their children and/or grandchildren.Leveraging those gifts through the use of entity discounts to help meet their overall estate planning goalsDealing with generation-skipping issues and leveraging the generation-skipping tax exemption.Evaluating the feasibility of various methods of charitable giving.