Business and Succession Planning

We can provide recommendations on cash flow management, financing alternatives, creation of a retirement plan, and succession planning for your small business, professional corporation, or sole proprietorship.

College Planning

We can help you plan for what might be one of your biggest life expenses: a child’s college education – whether that need might be 18 years away or next fall. As part of this process, we can integrate it with other financial goals and to make sure you fully understand the tax smart investment options that are available to parents (and grandparents).

Divorce Planning

We have advisors certified in financial planning around divorce and we can assist our clients and their attorneys to ensure joint financial concerns and long-term ramifications are understood and addressed during this difficult process.

Elder Care

Aging parents create challenges for many families. We can help you make the best, most compassionate decisions regarding your parents’ real estate and investment assets when they can no longer decide for themselves.

Estate Planning

We can integrate your estate plan with your financial plan to protect your loved ones after you are gone. We will work with your attorney to ensure your plans are properly established and periodically reviewed as your financial and family circumstances change.

Real Estate Consulting

We can analyze ownership and financing options involving your primary residence, a vacation home, or investment properties in conjunction with your financial plan and overall investment goals.

Special Needs Planning

We have advisors with expertise on the unique complexities of planning for an individual with disabilities, including strategies for retaining government benefits, adult transition and life planning, tax advantaged options such as ABLE accounts, and recommendations on how to structure special needs trusts.

Stock Option Analysis

We can provide clarity about the rules and best timing to exercise stock options including the tax ramifications involved and subsequent reinvestment choices.

Specialized Services