Four Areas of Planning

Estate Planning – Do you have the appropriate documents to pass your assets to the next generation in the most tax efficient manner? If so, do the documents protect their assets and your loved ones against things like financial mismanagement, divorce, creditors and potential lawsuits?

Retirement Planning – Have you accumulated enough resources to maintain your current standard of living during retirement, considering things like the impact of inflation, accumulation and spending goals, or living too long?

Investment Planning – Are you well positioned so that your investments help you reach your goals, and how does the volatility of the market affect your “big picture?" In addition, are you being adequately compensated for the investment risk that you are taking? And how do you know?

Business Owner Planning – Protecting the owner and the business by having a plan to manage benefits and reward key contributors – but just as important is creating a plan that creates a smooth and orderly transition of the business at retirement – either to family or a qualified buyer. Learn More.