|
Financial Planning for Individuals and Families
Strategies for maximizing wealth and minimizing tax liabilities
“Financial planning” is often used as a tool to sell investments and insurance products, or tax advice, or wills and trusts. That is not a bad thing: Without knowledgeable advice, these products and services would be a waste of money. True financial planning, however, does not look at these matters individually. Good planning requires that we consider the way these issues interact with each other. At our firm, we start by considering where you are today. We listen to your goals and expectations for the future. Then, to the extent you desire, we stand ready to assist you in all the disciplines of personal financial management. Not long ago, the best financial advice came from large organizations with the resources and manpower to deliver it. Today, technology allows smaller boutiques like ours to deliver equally sophisticated results, along with personal attention and continuity that is often elusive at large firms. We use the most advanced technology to meet the tax and financial planning needs of many wealthy families, business owners and senior executives.
- Goal Setting
- Develop Financial Plan
- Periodic Monitoring of Financial Plan
- Retirement Planning
- Training Heirs
- Investment Guidelines and Strategies
- Personal Budgeting
- Charitable Giving Ideas
- Estate Planning
- Education (College) Cost Planning
- Tax Planning
- Personal Financial Statements
- Personal accounting & bookkeeping
|
