services
Planning and Investment Services
We are in the business of advising clients who want to develop and implement intelligent,
effective long-term wealth management strategies, customized to their personal goals and
resources. As our valued client, we anticipate each advising relationship to endure for many
years, and possibly for generations.

Comprehensive Financial Planning
• Tax Planning
• Retirement Planning
• Education Funding Analysis
• Elder Care Planning
• Insurance Planning
• Estate Planning

Investment Advisory Consulting
• Definition of Objectives
• Drafting of Investment Guidelines
• Asset/Style Allocation Recommendations
• Tax-Aware Investment Strategies
• Managing Stock Options
• Investment Manager Selection
• Ongoing Performance Monitoring
• Comprehensive Reporting on Progress toward Investment Goals

Business Planning Solutions
• Business Continuation Plans
• Structured Buy-Sell Agreements
• Inter-Generational Transfers
• Pensions and Profit-Sharing Plans
• 401 (k) and Simple 401 (k) Consulting
• Executive Compensation Plans
• Integration of Business and Personal Financial Plans

We hold ourselves to high standards of expertise, objectivity and service, and we
emphasize regular, interactive communication as our best resource for assessing and
improving the quality of the service we provide.