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Client Services

Along with our full-service approach to wealth management, we offer an array of 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