The choices you make now can help ensure you’re able to pursue your passion and continue providing for your family. For many of our clients, retirement isn’t just about kicking back, it’s about entering a new and exciting phase of life.
That next phase may include travel, new hobbies, and business ventures as well as funding for children’s weddings, grandchildren’s education, and many other events and opportunities that require financial preparation and a sound spending strategy.
Watch our video to learn more.
Perhaps you’re a new business owner or you’ve spent years investing time and energy and ingenuity to grow your business. We can help you create a strategy – or refine an existing one and execute it with acumen.
In the process, we’ll lead you through a handful of critical decisions that can transform your business into the valued asset you need it to be. We’ll apply our experience and expertise to create a disciplined financial plan that reflects the complexities of your situation — including tax and investment strategies for your future succession or retirement.
Regardless of where you are in the life cycle of your business, it’s never too early to start planning. Download our 10 Things First-Time Business Owners Should Know and our handy Guide to Graceful Succession for more information.
Living well is about more than money—it’s about having a positive impact, within your family and on the world at large.
For our clients, their legacy—what they choose to do with the wealth they’ve earned—is a way of expressing their values and their beliefs. After ensuring that their own retirement is secure, this usually means finding ways to support children, grandchildren, and other family, as well as organizations and causes that are close to their hearts. There are many different strategies and decisions around your legacy, and we can help provide guidance that will maximize the impact of your generosity.
Preparing for and responding to life’s curve balls.
Everyone will face unexpected challenges and opportunities in their lives. Good or bad, the key to navigating them is a combination of forethought and agility. We help our clients prepare for unexpected contingencies, such as unplanned health expenses, job changes, and family issues, but we also help you deal with them when they arise, and manage the financial impacts of stressful events with a combination of agility and patience.
Giving to worthy causes is inspirational and personally rewarding.
Your donation or volunteer efforts can truly change someone’s life. Yet this may be an area that you haven’t had time to fully define. There are great causes, so many needs, often urgent ones. As resources, interests and passions change over time, the charitable “plan” can constantly evolve. How much, to what, and when? Cash, appreciated property, and/or time? If you are seeking new ideas for giving, we can help guide you on a path to thoughtful philanthropy.
Providing the next generation with every opportunity to thrive.
Many clients are interested in funding or contributing to the education of their children and grandchildren, but there are a lot of different options for doing so, and navigating them all can be challenging. 529 Plans, GET Program, Coverdale ESAs, Custodial Accounts for minors… they all have advantages and disadvantages. We can help you determine which plans are best for you—and how much to invest in them—so that you can ensure your family is supported and that your money is being used in the most effective and most tax-efficient manner possible.
Download our 10 Tips for Funding an Education now