We offer comprehensive financial planning services to our investment management clients, gathering data, applying assumptions, and constructing personalized projections. Our clients’ financial planning projections allow them to see more clearly where there are now and where they’re heading. The projections also illustrate the long-term impact of present-day decisions and reveal windows of opportunity for more proactive decision-making. A comprehensive financial plan creates a long-term context for creating more informed and personalized investment management strategies.
It’s never too soon to begin saving and planning for retirement. Making wise savings decisions in your working years can have a significant impact over time. We can help you strategize with tax-advantaged savings plans and set realistic goals as you dream about your future. As retirement nears, our clients often have questions about rolling over retirement dollars from employer plans, replacing their paychecks with distributions from retirement savings, and additional strategies for making money last.
Planning and saving for rising education costs can feel daunting. Tools like 529 plans enable parents, grandparents and others to help their future college students pay for school while taking advantage of tax benefits now and in the future. With personalized education expense projections, we can help you determine what funding targets and savings are appropriate for you and your loved ones.
Estate planning helps ensure that your financial legacy continues beyond your life in the way that you envision. It helps ensure that the efforts and sacrifices you make throughout your life have a lasting impact. Though we don’t write estate planning documents, we provide a general review of your estate planning situation from a financial planning perspective. We help ensure that your estate plan is up-to-date with appropriate legal documents and beneficiary designations to ensure that your assets ultimately go where you want them to go. We also help you understand your options when it comes to estate planning strategies that may be suitable to you and we help you organize the information that your estate planning attorney requests.
