Our clients fall into various financial stages of life, but what they all have in common is the need for guidance and counsel to navigate through the complexity of their financial decisions and their ever changing financial circumstances. In pursuit of fulfilling their financial aspirations, individuals and families often face many of the following issues (Click a topic to learn more):
Buying a home
Starting a family
Funding children’s education
Handling Stock Options
Diversifying investment portfolios
Caring for aging parents
Providing for special needs children
Receiving an inheritance
Saving enough for retirement
Determining when you can retire
Planning for a secure future
Restructuring portfolios for income needs
Making decisions about pension benefits
IRA/401K/403B Rollovers and distribution strategies
Long term care insurance decisions
Selling a business
Deciding when to take social security
Helping adult children with a first home purchase
Roth IRA Conversions
Contemplating a move to a retirement community
Dealing with the overwhelming financial decisions after the loss of a spouse
Setting up education funding for grandchildren
Supporting charitable passions
Growing while preserving assets for the future of loved ones
Fine tuning your estate plan to pass on assets as well as family traditions and values
Regardless of what phase of life you are currently in, which issues you are facing, or what financial questions you are struggling with, we believe financial decisions should be made in the context of your overall personal and financial situation. While we do welcome your call if you are seeking advice on an isolated matter, we believe we work most effectively with clients on an ongoing long-term basis through their various life transitions.
