We have found that eight different wealth management issues impact our clients and their families the most. Each issue acts like a balancing scale – as you adjust one issue, it will affect the others. Through financial planning, we can help you assess your economic needs, set financial goals, and strengthen your financial future. The issues are as follows:
1. Family risk management (insurance planning)2. Cash flow and debt management3. Retirement planning4. Education planning5. Business planning6. Legacy planning7. Special planning (navigation through life’s surprises)8. Tax services
All of these issues have tax consequences, but having a reliable and experienced partner can help you navigate these issues. By working with us, you can understand all of the consequences and plan accordingly based on that knowledge. We offer a variety of services in investment management, tax preparation and management, and business consulting.
Let us help you understand and manage three risks you face as an investor:
Investing is about balancing your goals with your risk tolerance. We understand that not everyone has the same outlook, nor will they be willing to risk the same amount of capital on investments. We will work with you to create a customized investment strategy that best fits your individual needs.
Our firm offers professional preparation of all federal, state, and local tax returns. We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. We offer full tax preparation and filing services.
We specialize in preparing your taxes quickly and painlessly and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. We can file your return electronically to the IRS and state tax boards to speed up your refund.
Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes, we strive to improve their profitability. Regardless of whether your firm is large or small, established, or a start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law.
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you on your estate planning needs, including business succession plans and gifting strategies.
The intricate laws of differing international tax jurisdictions have the potential for many pitfalls – including double taxation. Our international tax services can help you understand how foreign tax laws can affect your taxes.
Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose.
Our goal is to help your small or mid-sized business succeed, no matter what the economic climate may appear to be. To this end, we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you need, our team has the experience to help you grow and manage your business.
Our firm can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. We can help you weigh the complex benefits and costs posed by today’s qualified and non-qualified pension and profit-sharing plans, including 401(k), SEP, SEP IRA, Keogh, and life insurance plans.