We design and assist in implementing income tax-efficient investment and wealth transfer strategies in coordination with your attorney, custodian, and accountant.
We design a financial plan that addresses our clients’ individual needs and goals – whether it’s to fund college, purchase a vacation home or plan for retirement.
We design and implement estate tax-efficient investment and wealth transfer strategies in coordination with our clients’ attorneys, accountants and other professionals.
We create detailed analyses of expected retirement assets and cash flow streams to construct a roadmap to a comfortable retirement, incorporating proper beneficiary designations and distribution terms.
We determine the correct amount and types of insurance to help ensure that life’s risks – premature death, long-term health, disability – are properly covered. We work with insurance brokers, attorneys, and accountants to ensure that the most cost-effective and tax-efficient product is purchased.
We design and manage an investment portfolio that is focused on our clients’ individual needs, goals, and risk tolerance. Our portfolios are adequately diversified across asset classes and our custodian selection process helps establish proper investment asset safeguards, execution and costs.
We work with our clients in coordination with individual charities and financial institutions to design and implement charitable giving strategies that meet their philanthropic goals and do so in the most income and estate tax-efficient manner.