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Services for You

This is where most financial websites have a long list of services described in technical terms. You may not even know if you want or need such things as “estate and trust planning.”

As your Family Wealth Advisor and Certified Public Accountant (CPA), our services focus on the key areas that most people desire:

  • Simplifying your financial life
  • Helping you be accountable to your priorities and preferences
  • Providing an objective sounding board to recognize and anticipate any of your blind spots
  • Adjusting your financial plans proactively for life changes
  • Educating you (as much or as little as you desire) about financial topics
  • Partnering with you and being part of your support team
  • Providing an additional knowledgeable perspective in challenging times

We’ve learned that clients don’t want a mutual fund or municipal bond ladder. They want to know if they’ll be okay, and we work with that desire in mind.

But, if you do want more of a specific list of our services, see below.

Retiring on your own terms: Whether you are in the early stages of saving for retirement or nearing the finish line, we have the knowledge, experience, and tools to properly prepare you  for retirement. 

Retiring with a distribution plan: Outliving your assets is the main concern when you are currently in or close to retirement. We have developed income strategies and planning tools to help balance income needs and longevity. 

Educating the next generation: Education can have a dramatic effect on one’s lifestyle; however, the cost of higher education continues to rise. We regularly help clients plan and save for future education expenses with an emphasis on minimizing taxes.

Transferring wealth and wisdom to future generations: Without the proper planning, a significant portion of your wealth could go to avoidable taxes or unprepared beneficiaries. We frequently work with family members to prepare them for the distribution of family wealth, whether private or charitable. We help coordinate your desires with qualified legal counsel and other key advisors.

Managing risk with insurance: A core component of any successful financial plan is the identification of risks that require protection, such as the potential loss of your ability to earn income and provide for your family. We regularly review life, disability, and long-term care insurance policies as part of our service. We may make recommendations or offer solutions to help you manage risks wisely.

Preparing tax returns and tax projections: Your tax situation is a critical factor in investment planning. We prepare tax returns for our wealth management clients who recognize the benefits of having integrated tax and investment planning solutions.

Unlike most financial advisors, we also offer tax services to our wealth management clients. By integrating tax and investment planning solutions, we aim to help them pay the lowest legal amount of taxes and integrate investments and taxes. Our specific tax services include the following: 

  • Preparation of income tax returns
  • Preparation of estate, inheritance and gift tax returns
  • Implementation of tax-efficient investment portfolios
  • Completion of tax-friendly wealth transfer plans
  • Installation of tax-favored retirement plan strategies
  • Completion of tax projections and estimates

If you’d like to electronically send us your tax documents, please upload them through our secure Tax Portal.  Please note, this Portal is only for tax documents.

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