A properly structured financial plan enables you to face any financial challange that may present itself ar each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achive your goals and strengthen your financial security.
Includes comprehensive financial planning, including retirement planning, estate planning, insurance protection, college fund, and rollover of distribution of a qualified retirement plan to an IRA.
Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.