Our team begins by discussing your goals. We want you to know what it means to leave a legacy for future generations and what your priorities are moving forward. Our mission is to find ways for you to pass wealth to your heirs with as few probates and taxation issues as possible, making the process smooth for everyone involved when the time comes. For many of our clients, multigenerational planning opportunities and considerations include the following:
Our team can help you invest in your retirement while providing for the financial security of your children or grandchildren. Through sound investment planning services, we help our clients build diversified strategies that suit their financial needs and their timeline.
Your retirement plan should meet your short-term and long-term financial goals. We can help you manage and grow your assets to provide you with a solid foundation for retirement, as well as incorporate strategies that allow you to leave benefits behind for your children.
Does leaving a legacy mean expanding the breadth of your generosity outside your family? Giving back to the community is a top priority for many of our clients. If your portfolio meets your personal needs and leaves room for donations or creating a charitable giving fund, we can help you pave the way forward.
Annual Gifts and Trusts
Our diverse planning services can help you account for a wide range of needs and circumstances. This may include establishing trusts for gifting assets to your children and grandchildren, establishing special needs trusts for dependants to receive the care they need, and more.
Ensure your estate is in good hands by putting a plan in place that leaves a lasting, secure legacy for your friends and family members. From creating a will to developing health care proxies, our estate planning services help you prepare for the future.
Being able to share your wealth with others can be one of the greatest of life’s rewards. Let our wealth planning professionals help you protect your assets now and ensure your financial legacy is properly transferred to the recipients you care most about.