Our Services
Your financial life encompasses much more than your financial plan. We are able to help you in a number of additional areas, including:
- Cash flow and budgeting help to keep you on track
- Strategies for minimizing taxes, so you keep more of what you make.
- Advice on major purchases such as homes, vacation homes and cars.
- Charitable giving strategies to benefit the causes that are important to you.
- Planning for college, whether it’s for your own kids or your grandkids.
- Retirement income planning that meets your income needs.
Connecting you with trusted professionals, such as certified public accountants and attorneys, who can help you with your accounting; create estate plans and trusts; and provide other services as needed.