Financial, Estate and Tax Planning

All investments are made with an eye toward your total financial plan including tax consequences, as well as your estate. The goal of a financial plan is to ensure that your investment strategy is in line with your financial needs today and in the future. We help you analyze everything from your income stream into retirement, to things like the costs and benefits of paying off your house — whatever comes up for you. We customize a plan using our knowledge of estate and tax planning together with careful attention to your individualized goals. In addition, we work closely with accountants and attorneys to ensure accurate and current data on laws and regulations.