Our financial planning software, eMoney Advisor®, has vast capabilities to handle both simple plans and extremely complex plans. We are capable of developing plans that include family members, different types of trusts, businesses, real estate assets and insurance products. We will review your current plan and consider different scenarios to find a plan that suits you.

We do not charge a separate planning fee. We feel this allows us to always keep your planning forefront without hesitation to build your plan, make necessary updates, and revisit your plan at any time.

Tax mitigation strategies

Taxes are a subject no one enjoys, but we do enjoy finding the best strategies to help you mitigate your tax situation. Sometimes this means finding a strategy for an unusual event that occurs in one year and sometimes it is finding a strategy for long-term use.

Our team stays current on these strategies and continues to seek other strategies to make sure all options are presented for your specific situation.

Estate planning strategies

Estate planning is a crucial action for each person to complete. We encourage each client to have a plan in place and to revisit their plan with their attorney every three to five years to stay current with life changes and changes to laws.

It is our goal to ensure we know your plan and wishes, and that we have each account or insurance policy properly titled with beneficiaries or other necessary parties listed and up-to-date. We look to serve you and protect your plan when you pass away.

Generational Wealth Transfer

Wealth transfer is inevitable. Successful wealth transfer is not.

We are happy to help facilitate family discussions regarding what the wealth transfer for the family looks like in order to educate the next generation. The goal is to prepare this next generation to responsibly manage the assets when they inherit them. We understand these conversations can be uncomfortable which is why we welcome the opportunity to foster and guide you and your loved ones in this process.