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Life & Wealth Planning

Through a personalized “life planning” process, we work with you to develop a plan that helps you pursue your retirement goals.

Retirement Planning

We understand the unique needs and challenges investors face who are retired or about to retire. It's important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to help minimize taxes and maximize income potential.

Education (College) Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to determine if your education strategy is compatible with pursuing your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes. We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning.

Tax Planning

Working closely with your tax advisors, we help manage tax liabilities at all stages of your life through a variety of income, gift and estate tax planning strategies.