Services

Tax-Smart Financial, Retirement, Trust and Estate Planning

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STRATEGIC FINANCIAL SERVICES-
WEALTH TRANSFER & CHARITABLE-
WEALTH MANAGEMENT-
ESTATE PLANNING & RISK MANAGEMENT-
INVESTMENT MANAGEMENT-
TAX MANAGEMENT-
TRUST MANAGEMENT-
PHILANTHROPY-
RETIREMENT PLANNING-
EDUCATION FUNDING-
Your attorney or CPA may have referred you during a complicated (and taxable) event in your life.

As a fiduciary with 25+ years in tax law, estate planning and trust management, my specialty is to simplify complicated financial situations.

Just a few ways we can help:

  • You want to maximize your retirement income while keeping taxes in check
  • You want to direct as much of your estate as possible to your family — without leaving them at the mercy of the legal system
  • You have lost your spouse, and need the security of knowing where your money will come from
  • You have been appointed as a trustee, and want to make sure you’re managing the trust assets to the best benefit of the beneficiaries
  • Scattered brokerage and retirement accounts, and want to consolidate, manage and invest your wealth to try to keep as much as possible
  • You’ve saved up over $750k in investable assets, but you don’t know what you don’t know about using your nest egg to try and build what you hope is a great retired life

To see our full services list, click here.

You deserve to feel confident your next step is the right one

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