We believe that we would be doing our clients a disservice to not discuss the concepts of retirement and estate planning along with our other services. We assist our clients in understanding and utilizing pension plans, IRAs, and other retirement savings tools to their fullest extent. We also consult on other types of long term investing, including real estate, securities, insurance products and others. Our goal is to help you reach your retirement with confidence in a well grounded financial plan. We do not sell investments or insurance but provide independent advice to our clients.
The estate planning portion of our practice focuses on the transition of our client’s assets to their heirs in an orderly manor while minimizing state and federal income taxes. Do you need a trust? Is a LLC a good idea? These are the types of questions we can work with you to answer. It has been said that everyone already has an estate plan. It’s the one the government designed for you. We like to think we can do better.