7. Continuity Planning 200288019-001.jpg

Continuity Planning

The continuity of business interests or real estate to be kept in the family is an important aspect of our process. Most of our clients own a significant asset which needs specific attention. Most often, this is ownership in a privately held business. Often, there is a critical decision to be made. Will the business be sold, go public or be passed down to the next generation?

 
8. Philanthropic Planning 78726895.jpg

Philanthropic Planning

We have advised many clients in the creation and structure of a family foundation which has brought personal gratification to multiple generations. The positive benefits to the family are often more substantial than the tax savings.

 
9. Retirement Plan Services 144212421.jpg

Retirement Plan Services

We work closely with business owners who value their employees and have a desire to provide for their retirement.  They also are concerned about their retirement plans meeting best practices.  As an independent consultant, we help our clients manage their retirement plan team.