Broker Check

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 goals
  • Dealing with generation-skipping issues and leveraging the generation-skipping tax exemption.
  • Evaluating the feasibility of various methods of charitable giving.