OUR SERVICES
We’re passionate about helping you curate a lifestyle that fits your unique needs, and creating financial solutions for every stage of life. We combine our services using an integrative approach to help you realize your financial dream.
Estate Planning
We’ll create a plan for what happens after you die, whether that’s in your old age or unexpectedly, by providing resources on how to transfer properties and businesses to loved ones or charities.
It’s important to have an estate plan so that your wishes are carried out in the event of your death and your loved ones aren’t left with unexpected taxes and expenses.
We’ll work in conjunction with your personal lawyer to provide services such as drafting wills, assigning a power-of-attorney, bequeathing gifts to charities and creating trusts.
Investment Management
We employ time-tested business principles that have a strong lineage of success to design a customized portfolio of stocks and bonds.
The aim is to protect your capital, provide reasonable growth, and to be tax efficient.
Risk Management
We create comprehensive strategies to reduce the impact of events that could affect your financial security.
Our objective is to offer you the protection and peace of mind regarding your business, retirement income plan and your personal assets.
Debt Management
A key factor in achieving financial security is reducing debt, whether it’s student loans, credit card debt or paying off your mortgage. We’ll create an effective strategy that utilizes your free cash flow to help you eliminate your debt sooner.
Tax Minimization Strategies
A key part of generating wealth is reducing your tax payments. In partnership with your personal accountant, we’ll help you assess all of the deductions available to you. We also offer unique tips for business owners and self-employed professionals such as advice on incorporation and managing finances that will help you reduce your taxes.
