Comprhensive Financial Planning with a holistic approach
We don’t want to sit down and talk only about your investments. We have an in depth planning process. This financial planning involves all aspects of your financial life. We ask a lot of questions and let you ask a lot of questions. This allows us to make sure we are a good fit for each other. Then, if we are a fit for each other, we move forward with a financial plan that includes everything from your income to any liability exposure you may have and everything in between.
Planning for the future means considering how you want to be remembered. Our estate and legacy planning services can assist you in preserving and transferring your wealth to future generations. From creating a comprehensive estate plan and minimizing estate taxes to setting up trusts and charitable giving strategies, we’ll help you shape your legacy in accordance with your values and goals.
Long Term Care Planning
What is your plan if you or your spouse needed help with daily living? This is the single most important threat to your estate. The cost of assisted living or nursing home can wipe out your estate in a few short years. The good news is there is a lot we can do to mitigate this risk. Traditionaly there was only long term care insurance, which you may or may not use. There are only a handful of places you can still get a traditional long term care policy. Let us show you some of the newest ways to protect yourself against the cost of long term care.