You’ve achieved a level of financial security that deserves a customized plan and assistance from qualified professionals to support your future goals.
Our firm professionals, including many who are Certified Public Accountants (CPA), Certified Financial Planners (CFP®), and Personal Financial Specialists (PFS), are uniquely qualified to provide comprehensive financial planning services to entrepreneurs and other successful high net worth individuals and families. Each plan is customized based on the needs of each individual or family.
Many clients call on us to help create an investment plan to meet their retirement goals or to save for a child’s education. Some wish to have us help structure their assets and investments advantageously, or consult on long term care. Others desire direct financial bookkeeping and payment services. In these situations and many others, we will coordinate and work with your banker, investment manager, insurance agent, and attorney to make sure your financial snapshot is secure in the present and in the future.
When designing a custom financial plan for you, we work to make sure it complements all aspects of your financial snapshot, including investments, credit, insurance, estate planning and tax planning. We’re also happy to assist those who need support on just one financial area or bundle it with your family services plan.
Our knowledge runs deep across many areas of financial consideration in your life, and our services include:
- Individual and business services, such as bill payment, check writing, automatic electronic payments
- Accounting for financial resources, such as bank reconciliations and help executing financial transactions
- Asset preservation and protection services
- Preparation of payroll and payroll tax returns for household staff
- Trust and estate administration assistance
- Tax preparation
- Communication with off-site family members or others
- Retirement planning and plan selection
- Life Insurance/Risk Management review and planning
- Will development
- Long term care consultation
- Trust creation