Personal Advisory

What are your biggest concerns about money?

Our accountants and advisors work closely with many entrepreneurial individuals and high net worth families assisting them with tax compliance and planning, wealth management and wealth transfer, retirement planning, and estate planning and compliance. 

We help individuals and families preserve, protect and grow their wealth.

The questions we explore with our clients include:

  • What are your expenses, income needs and goals?
  • Are you considering starting a business?
  • Have you planned adequately for emergencies, disability, long term care, and children’s educational expenses?
  • Do you know how much you need for retirement?
  • How much do you want to set aside for heirs?
  • Can you reduce your income and estate tax liability?

Our advisory services to individuals and families encompass:

  • Lifestyle management, bill paying and cash management
  • Household payroll and reporting
  • Reconciliation of bank and investment accounts
  • Document and record management
  • Investment allocation
  • Asset titling
  • Pension plan analysis and implementation of pension plans
  • Funding of IRAs and Roth IRAs including Roth conversions
  • Long term care planning
  • Insurance analysis
  • Asset protection planning
  • Charitable gifting strategies

 

To learn more about how we can help you manage your finances and plan for a financially secure future, contact us for a consultation.