Retirement & Wealth Planning

We provide you with expertise and advice in the critical areas of retirement planning, philanthropy planning, risk management, and wealth transfer planning.  Working in concert with your other legal and tax advisers, we help develop innovative and customized solutions to your financial objectives.

Our ongoing personal relationship with clients places us in a unique position to help them plan for their evolving financial needs.  We have developed CustomPlan™, our proprietary retirement planning process, to help clients anticipate and address the challenges to their financial independence. 

Getting to know you is the first step in the CustomPlan™ process.  As a boutique firm with a select client base, we are able to take the time to gain a clear understanding of your particular goals, risk preferences, and financial concerns. 

The process continues with a series of strategic planning meetings designed to address issues such as tax planning, risk management, asset protection, and wealth transfer planning.  Each step of the way we work with you and your legal and tax advisers to ensure you have a comprehensive, integrated, and customized planning strategy in place.