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Success Begins with a Plan

You don’t have to be a CFO to sit down and have a chat with us. We work with individuals, families and business owners every day – from all walks of life – to help them identify and achieve their financial goals.

Financial Planning

A good financial plan always starts by identifying your goals. What do you want to achieve? We’ll help you identify your goals – and establish a timeline for achieving those goals using thoughtful, effective investment strategies.

Retirement Planning

It’s never too soon or too late to plan for retirement. We can help you:

  • Figure out how much money you really need to save
  • Identify appropriate retirement accounts and investments
  • Minimize your current taxable income
  • Provide retirement projections
  • Outline your best distribution strategy

Perhaps you feel ready to retire today – but, before you walk away from you career, you want to know if the numbers really support the decision. Or perhaps you just want to know what to do with your 401-k.  We’ll be happy to help.

Business Planning

We help business owners every day make sound financial decisions for:

  • Executive compensation strategies
  • Employee stock option plans
  • Employer retirement plan strategies
  • Succession planning
  • Employee benefits (health, life, retirement and disability)

When it comes to running a business, it pays to have a plan for addressing all the financial angles.

Investment Planning

We’ll be happy to analyze your existing investments – relative to your specific financial goals – and provide recommendations regarding future investments and asset allocation. Or we can provide an original, comprehensive investment plan to deliver optimum growth while preserving current liquidity and income.  

Estate Planning

We’ll be happy to work with you and your attorney to establish an estate plan to secure your family’s future – and to achieve charitable, tax or other financial goals.