Our Firm has recruited the very best talent in the Industry for High Level Business and Estate Planning. This includes a holistic approach whereby we ensure that all we recommend is designed to complement any and all desires our clients have, as well as any current planning that has been completed.
We are a Specialist Firm that only works in the high net worth markets where our clients have accumulated assets typically in the millions. The vast majority of our clients are Business owners, or were at one time in their life. Our clients typically range from 40 – 85 years old, as do most Business Owners and we have clients all over the United States.
We specialize in strategies that are designed to minimize income, gift and estate taxes, which allow our client's to leverage their life's work. While some of the techniques may seem complicated, our unique ability is to take complex problems and boil them down into simple strategies that are understandable to our clients and helps provide the financial confidence and financial balance that is sought when exploring financial areas that are usually outside the realm of their own business or specialty.
Newsletters
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?