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.

Planning for College Funding

We can help you plan for what might be one of your biggest life expenses: a child’s college education – whether that might still be 18 years away or next fall. As part of this process, we integrate this goal with your other financial goals to ensure you are aware of 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 assist our clients and work in tandem with their attorneys to ensure the correct financial questions are asked and addressed on your behalf during this difficult process.

Senior Life Planning

Providing support to aging parents (or any family members) can be overwhelming for everyone involved, and each situation brings its own unique set of challenges. We can help you work through available options to make the best, most compassionate decisions towards helping to preserve their financial well-being when they are unable to 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 evolve.

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