Knowing that you have thoroughly financially planned for the well-being of your family in most circumstances will put your mind at ease. The comfort of knowing that your family will be financially taken care of is a gift you can give to yourself. You will be protecting your hard-earned accumulated wealth and you will know that you have addressed all necessary issues to benefit others for generations to come.

Estate and Retirement Planning

Because of our unique situation of accounting, financial planning, insurance and investments, we are able to provide extensive estate and retirement planning advice.  Knowing that you have thoroughly financially planned for the well-being of your family in most circumstances will put your mind at ease. The comfort of knowing that your family will be financially taken care of is a gift you can give to yourself. You will be protecting your hard-earned accumulated wealth and you will know that you have addressed all necessary issues to benefit others for generations to come.

Estate Planning

  • An overview of your wishes:
    • How much and what do you want to leave for your heirs?
    • When and how?
  • A calculation of projected taxes and probate fees at the time of your death.
  • An overview of possible strategies and tools to maximize the amount going to your heirs and minimize the amount going to taxes.

Retirement Planning

Helping you to save towards your retirement goals.