Along the way, life is bound to throw you some challenges. As some say, these are the different “faces of life” that you’ll encounter. An aging parent may need ongoing life-altering care. A business owner may face a transition of ownership or find that they need to leverage their business’ value to sustain a healthy retirement. Your estate may need help completing paperwork; trust accounts may need to be managed. The loss of a loved one or the grief of divorce may call a revised plan into action.

We, too, have experienced some of these faces of life and we want to help you. Our prudent, financial counsel paired with real-life experiences will help you successfully meet life’s challenges.

Business exits, inheritances, loss of a spouse. We’ve walked families through every kind of transition for nearly four decades.

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Estate Planning

By identifying your various assets, we will work with your attorney and your accountant to help you protect your estate and avoid unnecessary erosion of your assets.

Whether it be will and trusts or taxes and charitable giving, we have professional relationships in place to get you moving in the right direction. While we do not offer legal or tax advice, we work closely with you and your legal and tax professionals to help guide your decision making and ensure you leave the most impactful, lasting legacy possible.

Education Savings Analysis

Investing in future generations is a great investment. If planning your financial future includes establishing or growing an education fund, we can help. Factoring college savings into your overall financial plan can bring your more peace of mind. As with most investment planning, it’s always wise to have time on your side.

From tax-advantaged accounts like College Savings Plans, 529s, CESAs or state college plans, to simple custodial accounts for minors, we’ll help you understand your options and manage your resources so an investment in your future generation is ready to go when they are.

Divorce Planning

While your attorney handles the divorce, we can help with getting a handle on your future. We are happy to work with your divorce lawyer to properly address your assets and income that you have built throughout your marriage.

There’s no question, it is in your best interests to consult with our qualified investment professionals as you consider all of your financial options before reaching a fair settlement.

Elder Financial Planning

If we live long enough, roles can reverse. It’s not unusual for adult children to find themselves helping their elderly parents and providing more and more assistance with their finances.

We are happy to help you manage the rigors — even frustration — of helping your aging loved ones. Loss of energy, lack of motivation or memory loss commonly get in the way and can create complex situations. Our sensitive, caring staff can help relieve the pressure. We can meet with you and your loved ones at your home, even after hours. We’re here to help and we want to be there as you’re faced with important financial decisions on their behalf.

Family Financial Planning

Is incorporating multiple families (children, grandchildren, etc.) something that needs to be part of your financial plan? It really isn’t that uncommon. In fact, as family wealth has grown and wealth transfer has become more important, Certified Financial Planners™ are seeing more and more families look to coordinate their plan and assets together, as one large family.

If this is your goal, let us know and we can discuss this option in more detail with you.

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In as little as 45 minutes, we can identify exactly where your retirement income plan has gaps and what should be done to close them.

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