Our Services

You spend your life making, saving and investing your money. You work hard to earn it. We will work hard to manage it. By adding us to your team of professional advisers, you give your future a helping hand.

We work with today’s complex and ever-changing tax rules on a daily basis. We use that experience and expertise to enhance our clients’ futures. They count on us to help them manage their changing financial needs, take advantage of investment opportunities and minimize their taxes through a variety of services including:

Financial Planning

  • Retirement Income Planning
  • Education Funding
  • Cash Flow Projections
  • Life Insurance Adequacy
 

Investment Advice

  • Asset Allocation Strategy
  • Portfolio Management
  • Investor Education
  • Evaluate Investments

Income Tax

  • Tax Planning and Projections
  • Tax Preparation
  • Representation Before Tax Authorities
  • Multi-State Planning and Compliance
 

Executive Services

  • Compensation Strategies
  • Stock Option Planning
  • Family Financial Services
  • Gifting Strategies
  • Retirement Plan Benefits

Estate Planning

  • Plan to Accomplish Personal Goals
  • Liaison with Client’s Other Advisors
  • Estate Tax Minimization and Projections
  • Estate Tax Preparation and Reporting
 

Charitable Giving

  • Private foundations
  • Donor-advised funds
  • Deferred giving techniques