In addition to investment management, we work closely with our clients on many aspects related to their financial well-being. A few examples include:
Develop a dynamic financial plan integrating net worth and cash-flow analysis to help clients meet their short- and long-term goals.
Review trust and estate planning documents to ensure wealth transfer strategies and execution align with client goals.
Implement tax-efficient strategies, coordinate any tax planning and preparation with external advisors.
Objectively assess current coverage (life, disability, property, casualty, and liability) to confirm optimal coverage.
Review of retirement accounts and strategies including IRAs, defined contribution plans, Roth conversions, and Social Security and pension optimization.
Discuss strategies for funding 529 Plans or other vehicles that may be used for the next generation’s educational pursuits.
Provide guidance for efficient charitable giving based on client’s philanthropic goals and unique circumstances.