Key Services & Focus
Our specific role in estate planning is to help you with the financial aspects of your legacy, but we do not provide legal advice or draft legal documents. For legal services related to wills and trusts, you would be referred to an attorney. ​
Potential Referrals:
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Certified Public Accountants (CPAs) -- For specialized tax advice and preparation. Our financial advisors can coordinate with a CPA to ensure investment and withdrawal strategies are as tax-efficient as possible.
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Insurance Agents -- For a variety of insurance needs, including life, disability, long-term care, and property and casualty insurance. This is crucial for protecting a client's assets and retirement plans.
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Mortgage Brokers & Bankers -- For home financing, refinancing, and other banking services. These professionals are key for coordinating debt management within a client's overall financial plan.
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Real Estate Agents -- To assist clients with real estate transactions as part of their wealth management strategy.
1
Legacy planning
We assist clients in structuring their assets to align with their wishes for transferring wealth to beneficiaries or charitable organizations.
2
Coordination with legal professionals
We will coordinate with our client's estate planning attorney to ensure that financial strategies are aligned with the legal framework of their will or trust.
3
Asset organization
We help clients organize their assets and ensure beneficiary designations are correctly set up on accounts like 401(k)s and IRAs.
4
Tax considerations
As part of our comprehensive planning, we consider the tax implications of asset transfer to help minimize tax burdens on heirs.
5
Referrals to other Professionals
To offer comprehensive financial guidance. These referrals are made to professionals with whom the firm has an established, trusted relationship. By referring clients to these professionals, we help ensure all aspects of a client's financial life are coordinated and working toward their long-term financial goals.