Financial Planning

Because your objectives are personal and complex, we will work closely with your tax and legal advisors to identify specific needs and to develop an integrated plan just for you. As our client we hope you will benefit from a number of important relationships. After years of sophisticated insurance planning, we have developed associations with tax attorneys - specialists in their field - who are now part of our personal network of advisors. In the ever-changing world of tax law, access to these specialists helps us provide comprehensive services to our clients.

Since your business figures prominently in your net worth, we provide navigation in the complexities of estate planning and the successful transfer of your business and personal wealth to successive generations. For your corporation, we establish management compensation plans to help ensure adequate security and funding to support corporate promises.