Each client is assigned a team of experienced professionals that work together to make sure every financial, investment, tax, and estate planning need is continually addressed and each component of the plan is coordinated across disciplines. Our plans include the integrated services of a CPA, estate planning attorney, and financial advisor under one roof as part of your advisory fee. This includes the preparation of tax returns as well as the creation and maintenance of estate plans.
Because virtually every financial decision has tax implications, effective financial planning demands a keen eye toward tax planning. “Tax season” for us is year round. From annual tax return preparation to complex business, charitable, and strategic planning, our team of professionals provide an integrated solution.
Estate planning is the process of arranging for the transfer of wealth in accordance with your wishes, in a way that allows for a timely and efficient administration of your estate while minimizing taxes. Appropriate estate planning is a key part of high quality financial planning. Our goal is to see that every client we work with has an estate plan that is carefully thought out and documented to reflect his or her particular situation and wishes for passing on wealth.
Most investors have a separate tax planner, attorney, and financial advisor working independent of each other. This approach often leaves you with conflicting tax, legal, and investment plans that do not act together to help build wealth. In fact, without coordination of these existing plans, you will actually decrease your wealth due to tax inefficiencies.