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Financial Planning

Investments

Trust Services

 


Goal Planning

  • Explore and clarify your personal and financial goals
  • Quantify and prioritize goals and strategic choices

Cash & Debt Management
  • Analyze cash inflows and outflows
  • Assess current assets and liabilities
  • Design custom cash-management plans

Taxes
  • Project future tax liabilities for planning
  • Track cost basis of taxable investments
  • Coordinate financial data with tax preparers

Capital Needs
  • Establish funding needs for living expenses, retirement, education and other costs
  • Test "what if" scenarios to analyze goals and funding strategies.

Investments
  • Review existing investments
  • Assess risk preferences
  • Recommend custom asset allocation
  • Select investment managers
  • Monitor and report investment performance

Corporate & Small Business Benefits
  • Review stock options, deferred compensation, and other benefit plans
  • Help establish pension and profit-sharing plans

Risk Management
  • Assess personal liability exposures
  • Review existing life, disability, long-term-care and property/ casualty policies
  • Recommend specialists to help purchase new policies

Estate Planning
  • Review existing estate plan
  • Develop estate planning recommendations
  • Assist with trust administration (see Personal Trust Services)

Charitable Giving
  • Develop formal giving plan
  • Research potential recipients and create selection process
  • Identify potential charitable structures
  • Administer gifts







   
 
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