Financial Management

We pride ourselves on our staff’s extensive knowledge, meticulous organization, and constant vigilance. Our complete range of consulting and advisory services helps you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis. Our financial planning services include:

• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting

Articles

Assets

• Asset protection in estate planning
• Estate planning and 529 plans
• Transferring your family business

Charitable Giving

• Charitable giving

Estate Planning Basics

• Facing the possibility of incapacity
• Gift and estate taxes

Life Insurance

• Life insurance: do you need it?

Decision Tools

Business Planning

• Business succession planning alternatives
• How cross purchase plans work
• How entity purchase plans work
• Planning for succession for a business interest

Charitable giving

• How a charitable lead trust works
• How a charitable remainder trust works
• The best property to give to charity

Estate planning basics

• 529 Plan Federal estate tax calculator
• Common incapacity documents
• Federal transfer tax exception amounts under the Taxt Act of 2001
• Steps to estate planning success

Trusts

• Advantages of trusts

FAQs

Estate Planning Basics

• Isn't estate planning only for the rich?