Financial & Estate
Planning Strategies

Financial Planning

Financial Planning

Your goals and dreams are unique to you, requiring individual attention, guidance and strategies. Your relationship with our firm begins with a one-on-one, collaborative analysis of your goals, priorities and resources. Using this data and information, we develop a lifetime wealth forecast to examine potential financial/life scenarios tailored specifically to your personal needs and circumstances. By acting as your family's "chief financial officer", we then develop an action plan to implement your customized wealth strategy.

Areas of focus include:

Estate Planning

Estate Planning Strategies

The process of transferring assets to the next generation is full of potential danger zones and opportunities which require attention to detail to help ensure your wealth transfer desires are fulfilled. Ultimately your wealth can pass to only three places…your heirs, the community/charity or the government in the form of estate taxes.

We can help YOU plan for the legacy you wish to leave by developing an estate planning strategy including:

  • Beneficiary designations
  • Gift planning to family and charity
  • Trust needs
  • Asset titling
  • Coordination with CPA's, attorneys and other professionals
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck