Wealth Planning Services & Strategies
We spend a lot of time planning our daily routines but oftentimes that means not giving enough attention to planning our futures. Our wealth management team will work with you to implement long-term financial planning services tailored to your unique circumstances.
Wondering if you've saved enough to be able to enjoy your retirement years? You're not alone. We'll take a look at your current retirement goals, provide insight to ensure you reach your goals, and meet regularly to make any adjustments.
Depending on your financial situation, we'll also take a look at:
- Forecasting retirement income needs
- Planning for Social Security
- Coordination of retirement plan assets (IRAs, 401k, 403b, etc.)
- Planning for Elderly/Special Needs family members
With education costs continually on the rise, many customers worry about the financial burden their family members will face in the future. We'll help you evaluate the various ways to save for education costs to determine the best fit from a tax and financial perspective.
You've built your wealth - now together we'll build your legacy based on what's most important to you. The core areas of focus we'll explore together are tax planning, asset protection, multi-generational wealth transfer and charitable giving. Together with your attorney and CPA, we'll implement a comprehensive estate plan to leave a legacy to your heirs in the most tax efficient manner, while also maintaining the flexibility needed to address the evolving needs of your family.
Holistic financial planning includes a review of your insurance coverage and where appropriate, work to fill any gaps that could be filled by solutions like life, death and disability and long-term care insurance.