wealth that lasts for generations
Life is composed of stages highlighted by events. You get married. You start a business. You have children. Your children head for college. And sooner or later you decide to retire. Or, maybe you decide to change careers, travel the world, who knows.
Those life stages and events trigger certain financial needs. And because we all lead busy lives it helps to have someone else looking out for our financial well being. Let’s say you’ve recently had a baby. This tells us it’s time to contact you, your parents and other important relatives about certain planning options as your child grows. Do you want to set up an Annual Exclusion Trust? What about establishing a UTMA Account? How about a 529 Plan for college? Do you have life insurance in place? There are so many things to consider.
That’s why we offer a full financial and estate review which will make managing the many financial decisions of life easier. Once a plan is in place, we'll work with you and your advisors to execute and manage that plan to protect and preserve your wealth.
If you don’t have an investment advisor, we have arranged for services from trusted independent investment advisors. These advisors give us the ability to develop and implement sophisticated investment strategies that are designed to maximize returns and minimize risk. Our advisors also monitor your investment portfolio, balancing investments to fit life stages and your beneficiary’s specific needs.