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Services

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We offer the following estate planning services:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Retitle assets to reduce or eliminate estate taxes
  • Retitle assets to avoid probate
  • Bi-annual estate planning reviews


Tax Planning

Our tax planning team will prepare your tax return, provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, providing tax-savings opportunities.

Business Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/continuity strategies. We will meet with you and/or key team members of your organization, on a complimentary basis, to explore how we can best meet your needs.

Risk Management Planning

Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt on your future retirement.