Financial Planning

We can help you define and articulate your long-term and short-term financial goals and objectives, and prioritize between those that compete. We can also assist in quantifying your current financial position and projecting your future financial position under a variety of scenarios. Working in conjunction with your attorney, investment advisor and insurance agent, we can help you ensure that your personal financial plan will be a tool that helps you achieve your goals. Our professionals are available to consult with you on matters such as:

  • Comprehensive financial planning 
  • Budgeting and cash management 
  • Income tax planning 
  • College funding strategies 
  • Retirement planning 
  • Gifting and charitable contribution strategies
  • Estate tax planning
  • Assessing life insurance needs