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Financial Planning

We oversee your family’s income sources and capital wealth to save you time and money by helping to plan your family’s finances in advance.  Depending on your goals, we can assist you with:

  • Building a financial plan to enhance your family’s after-tax income, and grow your family’s capital net worth;
  • Educating the members of your family on financial matters to ensure continuing stewardship over income flows, while avoiding costly financial pitfalls – as well as minimizing taxes and the potential erosion of capital wealth;
  • Developing a family financial plan beyond getting ready for retirement to include healthcare coverage through insurance policies or trusts, and integration of substitute family decision makers (delegation) for the planning of required mandates; including living wills, Powers of Attorney, trusts, and health care directives;
  • Working hand-in-hand with existing investment advisors who promote risk tolerance through intelligent and balanced allocation of your investment portfolios;
  • Keeping cost efficient and worry-free financial records, accounting and reporting – e.g. periodic statements of net worth, cash flow projections, tax and other regulatory filings.