FAMILY
Who are the people important to you?
Family dynamics can be straightforward or complicated. Regardless of your situation, we can help you address what matters most.
In Pursuit of Peace of Mind
Your financial plan is the foundation for forward-looking family finances. Where helpful, we also provide advice relating to ongoing household finances, such as personal balance sheet and budgeting, Social Security claiming, tax planning, estate planning and much more.
Generational planning
We take time to understand the interpersonal dynamics of your family and recognize the significant decisions that go into planning for your collective future. You are individually responsible for your and your family’s financial situation and we take your goals seriously as we do in our own families.
Education planning
We understand your deep desire to give your kids a promising future abundant with opportunity and fulfillment. Strategically planning is a key factor in successfully bringing this to fruition when the time is right.
We regularly collaborate with clients’ other advisors, such as tax accountants and attorneys.
Frequently Asked Questions
Of course we can assist. One of our clients said it best, “Sometimes it’s not about having money ready for the kids but having the kids ready for the money.”
Our comprehensive planning includes assisting with estate planning decisions and the important steps to implement your completed estate plan, but we do not draft estate-planning documents or offer other legal services. We will be happy to work directly with your attorney, or recommend one, for aspects that require legal expertise.
We personally understand and work hard to support the significant responsibility carried by single heads of household. We provide reliable, clear service so you can focus on the important issues in your family. We also work with you to maintain independence so that you won’t have to depend on people who depend on you.
Our firm, like most other financial advisors, is prohibited from providing tax advice. We strongly believe in the benefit of coordinating with a qualified tax professional and regularly work with clients’ Certified Public Accountants.
We are forward-looking in our financial planning, and tax considerations are important. We can often spot potential opportunities that fit into your long-term plan that might otherwise be missed. We seek to address opportunities in partnership with your CPA and with the least administrative burden on you.