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Advanced Financial Planning

The only product that our firm sells to its clients is advice about their financial affairs. That guidance is continuous, all-inclusive, and readily available. We aim to be the primary source of advice for all our clients in every part of their financial lives. For every financial decision, no matter how large or small, we encourage our clients to turn to us first. In many cases, a simple conversation about the current issue under consideration has saved our clients hundreds of thousands of dollars. We enjoy answering your financial questions. We help our clients avoid expensive financial mistakes.

Advanced Planning = WP + WE + WT + CG

  • WP = wealth preservation
  • WE = wealth enhancement
  • WT = wealth transfer
  • CG = charitable giving

WEALTH PRESERVATION INCLUDES:

  • Risk Identification
  • Insurance Analysis and Advice
  • Protecting Assets from Liability or Creditors
  • Debt Management and Strategies

WEALTH ENHANCEMENT INCLUDES:

  • Tax Planning and Tax Minimization Strategies
  • Cost Cutting for Financial Services
  • Counseling for Budgeting, Spending, and Saving
  • Itemized Deduction Maximization
  • Tax Deductions for College Savings

WEALTH TRANSFER INCLUDES:

  • Guidance with Estate Planning
  • Planning for Family Gifts
  • Estate Planning Strategies to Reduce Inter-generational Taxes

CHARITABLE GIVING INCLUDES:

  • Planning for Charitable Gifts and Legacy Strategies
  • Tax Reduction Strategies
  • Personal Donor Advised Fund in your Family Name

In our experience, few families need help in all of the areas above. Most people, though, can derive tremendous gains from unbiased guidance in some of them. As a result, we believe we'll be able to deliver a truly comprehensive, customized plan to serve as the foundation for your future.