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Wealth Planning

Together, we'll complete a full assessment of your current financial situation as it relates to your retirement objectives, including a financial life plan.

Trust Services

We offer comprehensive trust services customized to help address your needs, such as:

  • Revocable Trusts
  • Charitable Reminder Trusts
  • Irrevocable Life Insurance trusts
  • Administration
  • Tax impacts/reporting
  • Compliance matters
  • Fiduciary accountability support

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. Our firm will:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Retitle assets to reduce or eliminate estate taxes
  • Retitle assets to avoid probate
  • Conduct bi-annual estate planning reviews

Risk Management Planning

Don't let the unexpected put a halt on your retirement plans. Allow us to conduct a comprehensive review of your risks which are mitigated through insurance such as umbrella, long-term care, life and medical coverage.

Small Business Planning

If you own a small business, our business planning professionals offer a complimentary consultation with you and the key members of your organization to explore how we can best meet your needs, such as:

  • Employee retirement plans
  • Executive compensation
  • Business buy-sell/continuity strategies