Taxes

• Tax Planning
  Because our clients have varied objectives and circumstances, our financial planning services are highly customized. We help busy professionals by creating a roadmap for tax-efficient wealth accumulation and by reducing the complexity that they face with having so many financial decisions and so little time. Our clients in retirement benefit from our sophisticated cash flow modeling analysis, Social Security and Medicare planning, and tax planning coordination with their tax and legal advisors. They gain the peace of mind that their families will be financially secure in the years and decades to come.
• Charitable Giving
  As a partner in managing your financial life, we serve you in a variety of capacities, from employing tax-efficient strategies and helping you with estate and retirement planning to suggesting charitable gifting strategies. Tell us about your goals. Together, we’ll come up with a plan.
• Income Tax
  Design highly customized strategies that fit into the broader context of your financial life while integrating key factors, such as your insurance, income tax, benefits, retirement goals, and more.

Investment

• Investment Management
• Wealth Management

Planning

• Financial Planning
  We began working with a married couple whose family wealth came mostly from one public stock holding. After managing the couple’s wealth for over a decade, we learned the clients wanted us to create the same support system for their children, then in their 20s. The adult children had not previously been actively participating in a financial planning process. With multiple trusts in place, they were unclear about the origin and purpose of these vehicles and wanted to understand what this money meant in the context of their own financial lives.
• Retirement Planning
• Asset Management
  While the concept and theory of asset allocation were not new in 1990, Roger’s book was the first written on the subject. The book bridges the gap between modern portfolio theory and the real-life investment decisions clients and their advisors must make. Praised by the financial profession, Asset Allocation is written for a wide audience of investors, financial advisors, and teachers.
• Gifting Strategies