There are many competing financial pressures in today’s society that make it difficult for families to decide their best financial path. Should you save for retirement or should you save for your children’s education? How much should you be saving, what are the best schools for your children, and what will you do when aging parents can no longer live alone?
We help our clients build a manageable plan for their current and future lives that is based on a complete evaluation of their finances. We help you set goals, build a foundation, and create a family legacy that leads to financial stability and a sense of freedom.
We find most families have an understanding of where they are today and know where they want to end up. However, figuring out how to connect these two points is sometimes difficult to do. Every family has its own goals and dynamics that offer different opportunities. Whether a client has a desire to create wealth or actively manage the wealth they already have, our goal is to prepare, educate and help develop a game plan that will connect these two points.
Spending time with your family and enjoying life’s journey is what is important. Our team helps balance today’s spending and savings for retirement to allow families to focus on the important things. We help develop a foundation of trust and build a relationship for this journey together and develop a family legacy plan to ensure a comfortable retirement and help pass on your wealth to future generations.
Whatever your personal or charitable goals, transferring your wealth to future generations requires thorough preparation. Estate planning helps to identify your goals and decide where you want to make a difference. Tax planning allows you to transfer your wealth using the most efficient methods. we review your plan periodically as needed as the circumstances of life are always changing.