We provide holistic financial counseling designed to build a plan towards achieving a single goal or set of goals. We create a living document that influences investment recommendations, cash flow generation, risk management, and identifies further planning needs.

With our best-in-class financial planning tools, you will have a real-time assessment of your financial health to gauge if you are on track toward your goals or if you need to make some adjustments to get there.

• Develop a cash flow strategy for spending and saving, taking into account future liquidity needs
• Design a retirement plan, modeling long-term cash flow needs and considering tax implications and benefits
• Create a custom investment management plan aligned with goals and tolerance for risk
• Review insurance policies, including life, property and casualty, excess liability, disability and long-term care to ensure sufficient coverage and value
• Provide guidance on mortgage financing and education funding
• Advise on tax planning strategies to minimize obligations, including stock vesting tax implications, state withholding considerations and charitable gifting strategies
• Review of existing Estate Plan
• Provide guidance on company benefits and compensation, including distribution elections, stock option and restricted stock strategies

Business Planning

We assist entrepreneurs with interconnected personal and business financial planning matters.

• Advise on mergers, acquisitions, reorganizations, and divestitures
• Advise on business formation, organization, operation, and dissolution
• Develop budgets, forecasts, and projections
• Assist with developing business plans
• Advise on compensation options, benefits, and retirement planning