Our holistic approach to managing your wealth is based upon a consultative process designed to ensure that we address all issues that encompass your financial life. Below are some of the advanced planning areas our services commonly entail:
- We can help you formulate a detailed plan to ensure that you are able to continue your desired lifestyle throughout your retirement.
- Working in conjunction with your tax advisor, we can develop a sophisticated plan to minimize income and capital gains taxes throughout the course of your lifetime.
- We can help formulate a strategy to navigate your stock options, restricted stock awards/units, 10b5-1 plans, and any other component of your stock-related compensation.
- We analyze your entire situation to ensure that you are protected against potential litigation, creditors, and catastrophic loss.
- We work with your attorney to ensure that all aspects of your finances are aligned with your formal estate plan.
- Whether you give informally or follow a defined Multi-year strategy, we can help develop a plan to maximize the lasting impact to charities you care about.