Comprehensive Planning

Estate Planning

We can work with your attorneys in helping to construct your personal estate and asset preservation strategy. We also utilize both local and national attorneys to consult in planning for this very important aspect of a high-net worth client. Our estate/asset preservation planning utilizes a unique approach to multi-generational wealth planning. We use creative ideas to help our clients perpetuate their wealth while avoiding harming their loved ones. We promote the use of asset preservation and dynasty trusts. Each client’s estate plan is unique based on their own family dynamics and desires. Our goal is to help our clients develop and implement the right plan for their Estate Planning.

Financial Planning

We help our clients develop comprehensive financial plans on a fee-only basis using LPL Financial, proprietary platform. This system was designed to revolutionize the financial planning process to a world of real-time account information and planning. The system allows our clients and advisors to analyze all of the important financial information in an up-to-date and comprehensive view. The system is also designed for clients to give access to other advisors or family members who are involved in the planning process.

Tax Planning

We Help You Keep What You Earn

We pay particular attention to reducing taxes by taking advantage of tax-loss harvesting, tax-deductible investment programs, matching gains and losses, charitable planning strategies, estate tax reduction planning and advanced tax-deferment programs.

Trust Services

Our advisors work with several trust companies to assist our clients in providing trustee and agent for trust services. This area of planning is a critical element for prudent multigenerational planning and often misunderstood by clients. We believe that providing trustee services is an integral part of any prudent estate planning strategy. The independent co-trustee can help the heirs of an estate maintain the investment policy and integrity of the plan initiated by the ones who created the trust.