Financial Planning

Financial management oversight to establish retirement goals, measure results, manage risk and returns. The clearer the picture of what retirement looks like, the more important it becomes to establish and meet short term goals to realize long term retirement goals. Surf, mountains, country, city?

Develop strategies to achieve your goals for retirement, education, contingencies, business, and personal planning within your risk profile. Review investment results and need for reallocation regularly.

Providing funding for higher education for children or grandchildren in the most tax efficient manor while not sacrificing returns.

Protect and conserve your estate from "confiscatory" estate taxes, create estate equalization for heirs, use proven techniques to mitigate estate taxes, transfer your assets to the ones you love, and accomplish charitable goals for impacting the causes and issues you are passionate about.

Manage and avoid taxes on your business, earned income, investments, and your estate. Use time tested methods to keep more of what you work hard for and enjoy the related benefits.

Are you certain you are adequately prepared for a potential long term disability, premature death, need for long term care, natural disaster, large liability claim? Have you reviewed your casualty insurance policies lately? Is your coverage adequate? Do your liability limits match your net worth?