Estate, Financial & Retirement Planning

We have all established goals for our future. They may be as simple as being able to: maintain a certain lifestyle; provide financial assistance for your children's or grandchildren's education; retire at a particular age; purchase a vacation home for the family to enjoy; or provide a financial legacy for the benefit of future generations and charitable organizations.

Taking the time and effort to develop, implement and monitor a comprehensive strategy is an important step in ensuring that you and your family will be able to realize these objectives. We will assist you in determining the timeline, cash flow requirements and tax implications of your goals and then develop a plan that will achieve the most beneficial and tax efficient results. We will explain various planning techniques and the advantages and disadvantages of using different investment, estate, and other financial vehicles available to accomplish these goals.

In order become and remain your trusted advisor, we believe that we must maintain our independence at all times. The investment and financial vehicles needed to accomplish your goals must be selected based solely on your individual plan. Many financial advisors sell products or receive commissions based on the investment and financial vehicles selected. We do not sell any investment or financial products nor do we receive commissions from third parties. Should your planning require the use of any of these products, we will work with any contacts with whom you already have a relationship or provide you with referrals.