A holistic financial plan involves looking at every aspect of your life — emotional, financial and relational.
Every detail comes into play when we develop your financial plan. From your current cash flow to your plans for retirement, we’ll discuss a wide range of topics to create a strategy concrete enough to help you reach your goals, while also flexible enough for quick adjustments in case your situation changes.
Wherever you are in life, we’ll guide you through every transition so you always have a clear vision of the path ahead.
Charitable Gift Planning
Whether you’re a self-made millionaire or an heir to wealth accumulated over multiple generations, we’ll uncover the best avenues to distribute your money according to your own unique values, beliefs and passions.
From private foundations to charitable lead trusts, our background and experience have provided us with the in-depth insight and knowledge we need to navigate the charitable giving process.
We’ll discuss your hopes, dreams and fears to identify the most mutually beneficial ways to donate your money. As your financial situation evolves, we’ll make sure every dollar is spent on the causes you care about most.
Whether you’re interested in transferring your wealth to the next heir in line or donating your money to your favorite charity, we’ll create a trust that has you and the beneficiary’s best interests in mind.
To start, we’ll thoroughly review your finances to decipher the best way to distribute your wealth and accomplish your goals. Depending on your circumstances, we can use insurance products — such as life insurance policies, annuity contracts and disability policies — to fund your trust.
If anything changes, there’s no reason to panic. The trusts we create are very flexible and can be easily adjusted according to your situation and needs.