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Serving as our clients’ financial partner requires not only a complete and detailed understanding of their values and priorities, but the expertise to tailor comprehensive, customized solutions.

Depending on one’s priorities, goals and needs, we can offer personalized advice and services, assisting in areas such as:

  • Budgeting and cash-flow analysis
  • Asset allocation and investment management strategies
  • Retirement planning
  • Tax planning
  • Corporate and executive services (i.e., stock option, restricted stock, etc.)
  • Hedging strategies
  • Estate and wealth-transfer strategies
  • Risk management / insurance review 
  • Credit needs and lending
  • Employee benefit review
  • Philanthropy and charitable giving
  • Special needs planning
  • Analysis of financial goals pertaining to children, grandchildren, and dependents

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Although all businesses have unique characteristics (i.e., legal structure, ownership, management philosophy, etc.), some of the common financial advisory needs that we can help with include:

  • Business succession planning
  • Employer-sponsored retirement plans
  • Key-person insurance coverage
  • Non-qualified deferred-compensation plans
  • Corporate cash management

For more information about our practice and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  916-563-2010