Financial Planning

We analyze your current situation and develop strategies to help you achieve your short-term and long-term goals. Areas of focus include:

  • Cash flow
  • Retirement planning
  • Investments and asset allocation
  • Income tax minimization and planning
  • Compensation and benefit plan maximization and integration
  • Estate & Charitable gift planning
  • Stock options
  • Life insurance needs analysis
  • College savings
  • Property & Liability insurance and asset protection