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