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Financial Planning
We review your goals and objectives, and help develop plans to achieve them. We offer advice on a comprehensive list of financial planning issues.
Tax Preparation
We prepare your annual tax filings and help manage and reduce your tax liabilities.
Investment Supervision
We offer non-discretionary investment supervision of assets. We perform continuous and regular review of investment assets with quarterly reporting, or consultations on a semi-annual or annual basis if prefered.
Financial Advice
We consult with clients on a variety of matters, from the formation of small businesses to refinancing of mortgages. We offer experience on a variety of small business and personal financial issues.
Investment Advice
We work with clients in the management of their assets, helping them set asset allocation targets and select appropriate investment vehicles to achieve these, with the best possible return at the lowest possible cost.
Tax Planning
We offer strategic planning to minimize aggregate tax liabilities over time.
Comprehensive Planning
We offer comprehensive planning services by integrating our advisory services with those of other professionals with whom we have strategic alliances, including attorneys and insurance professionals.
Retirement Planning
We have been advising clients on retirement matters for two decades. We address issues that range from strategies for IRA withdrawals, to pension options, to rollover recommendations, as well as rules on working while collecting social security.
Estate Planning
We work with clients to coordinate their estate planning. We offer recommendations for reducing estate taxes and follow through by working with estate planning professionals to complete the process. Where appropriate, we consult with heirs about the management of any anticipated legacies.
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