Other Services

Part of a holistic financial planning approach can include bringing in your other trusted professionals such as Estate Planning Attorney’s and Tax Professionals.

Estate Planning

A very important part of managing your assets is having a plan if you pass away or become incapacitated. Having an estate planning attorney can help you identify where there may be areas that require their professional attention to keep your wishes for your estate in order and away from probate court. In our initial conversations we will discuss your current estate plan and talk about whether it would be beneficial to meet together with an attorney to update or change your plan.

Charitable Giving

Charitable giving can be done in many ways. I have the opportunity to help connect my clients with organizations that can help them make the most of the gifts they give to their favorite charities/organizations. Different methods such as donor advised funds, legacy funds, scholarships, and one time gifts are just a few of the options that you will have. As discussed in the tax planning section I will work closely with your Tax Professional to help you determine the appropriate way to potentially to maximize your tax.

Tax Planning

I work very closely with my clients CPA’s and Tax Professionals to make that we make informed decisions on your investments and income tax strategy.

Speak with Us

Schedule a quick call with an advisor at no cost and no-obligation.
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