Family Wealth Management

One of the major goals of today’s retiree is maintaining a quality lifestyle throughout retirement and leave a legacy for their children and grandchildren.  Today’s retirement is longer and more complex than ever.  No matter where you are in life, our team can deliver simple tax-efficient financial solutions to make sure you are on the right track. We can assist you with:

Retirement Income Planning

  • Preparing for transition into retirement
  • Rollover/IRA planning
  • Roth conversion strategies
  • Social security claiming strategies
  • Pension and longevity planning
  • Required minimum distributions
  • Tax-efficient retirement income plans

Investment & Tax Services

  • Asset allocation and portfolio management
  • 529 plans/education plans
  • Real estate investments
  • Traditional and Roth IRAs
  • Tax avoidance strategies

Insurance & Estate Planning

  • Life insurance and annuity analysis/planning
  • Long-term care and longevity planning
  • Tax-efficient wealth transfer
  • Legacy planning    

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