Our Services: Branching Out
Taking care of your finances goes far beyond investing in stocks and bonds. With many of our clients having dealt with similar concerns, we are able to look at your family’s entire financial picture and offer experienced perspective on developing enduring strategies for all aspects of your financial plan. When appropriate, we work in consultation with licensed expert independent professionals from other areas, such as insurance, tax, and legal counsel.
Life Insurance
We analyze your current policies and help you secure a life insurance strategy that meets your short- and long-term goals.
Tax Planning
Our management team can consolidate the holdings in your investment portfolios and suggest approaches for taking full advantage of ever-changing laws. We are able to work in tandem with your accountant, and provide detailed reporting for tax purposes.
Large Financial Transactions
Whether it’s buying real estate or selling a business, many of our clients have faced the complexity of significant personal transactions that can involve intertwined issues of financing, payment-terms, and taxation, to name a few. We can often assist by introducing experts in these areas and help with coordinating the exchange of ideas that will enhance our clients’ position. Our extensive experience with those who have addressed similar concerns enables us to offer perspective on alternatives available to help every client achieve their overall goals.
Estate Planning
In a changing environment, smart up-to-date estate planning is crucial to building a legacy and best fulfilling your intent. With our active attention to current estate and trust issues, we are well positioned to discuss ways to both maximize value to beneficiaries and enable you to avoid potential pitfalls.
Charitable Giving and Philanthropic Trusts
Charitable giving is part of our culture, and is a meaningful financial objective for many of our clients. We can help plan and manage philanthropic activities to maximize the social goals most important to you.
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