Complimentary Client Services
Along with our full-service approach to wealth management, we offer an array of complimentary services to provide further assistance. These services include:
- Income tax planning
- Retirement income planning/transition from saving for retirement to living off retirement income sources
- Estate planning services
- Business succession planning
- Social Security guidance
- Efficient strategies to leverage financial assets and real estate
- Tax-efficient charitable contribution strategies
- Analysis of outside accounts (company 401(k), etc.)
- Evaluation of corporate benefit packages
- Review and inspection of life and disability policies
- Consideration of long-term care coverage options
- Referral to and collaboration with local attorneys for preparation of legal documents
- Tools to help small businesses run more effectively
- Recommendations on operating non-profit organizations