Building and managing wealth
During the income-earning years, we help clients define their overall financial goals and build a financially stable foundation for the future. We help address all areas of concern including managing cash flow and liabilities; organizing savings and investments to align with life goals; minimizing potential income taxes; making decisions regarding life insurance, estate planning strategies and helping to build future wealth.
Am I on track to retire?
When can I retire?
Am I investing my savings correctly?
Is my family protected in the event of an unplanned for death?
How much do I need to save for my kid's college costs?
Can I afford to retire?
How do I invest my savings for income?
When do I start taking my Social Security?
How do I prepare for Medicare and other health care costs?
How do I teach my children/grandchildren about money and investing?
How do I gift properly to my children/grandchildren?
How do I make sure my estate plan matches my accounts?
How do I structure my accounts to minimize estate taxes?
How do I teach my children/grandchildren about our family values and charitable giving?