Pathway to Financial Freedom and Tranquility
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- Individuals
- Young Couples
- Approaching Retirement
- Business Owners
Intergenerational Planning
Done right, intergenerational wealth planning can overcome conflict, protect your heirs and assets, and ensure your long-term wishes are carried out. Intergenerational planning is an essential component of most financial plans.
- Managing Assets to Meet Lifetime Income and Lifestyle Needs
- Educating your family members about their options and opportunities
- Identifying Resources for Potential Future Long-Term Care Needs
- Funding Educational Needs for Future Generations
- Transferring Financial Assets Tax Efficiently
- Weighing the pros and cons of lifetime gifting (gifting while you are still alive) vs. leaving an inheritance
- Evaluating whether or not to set up trusts for your heirs
- Determining how to handle charitable gifting
Comprehensive Service
I understand that achieving your financial goals is about more than investing. While I have extensive expertise in providing investment advice, I know it's important for you to rely on tax, legal and other financial professionals as well.
I believe it's critical to work closely with your other trusted professionals. As a team, we can collaborate to provide strategies that are right for you.