Right decisions made now will impact greatly your financial future. Future management and ownership plans can impact your personal financial profile as well as your tax status, your overall estate, and your long-term goals.
The longevity and success of your business also depends on the choices you make for future succession plans. It is imperative to have a plan that helps you build transferable value in the company while meeting personal challenges and opportunities to build wealth.
Here is the breakdown of services we offer;
• Cash/debt management
• Estate and charitable gift planning
• Business succession planning
• Beneficiary designation planning
• Retirement planning and financial independence analysis
• Legacy and wealth management strategies
• Asset allocation strategies, monitoring and management
• College planning
• Eldercare planning
• Insurance analysis
• IRA distribution planning
• Special needs planning
• Stock option management