Financial Planning
We offer guidance on a wide range of financial decisions that can affect your long-term goals. Our expertise helps you to have peace of mind in a complex financial world, knowing that you have a roadmap to follow and a team dedicated to getting you to your destination.
Family Issues:
Provide divorce planning and asset division strategies
Consult on elder care needs including long-term care, independent and assisted living options
Debt Management:
Analyze mortgage payoff and refinance options
Coordinate with lenders to facilitate transactions
Assist with debt reduction strategies
Estate Issues:
Review strategies for structuring estate plans
Coordinate with estate planning attorney and execute changes to beneficiaries and account titling