Details of our Core Services:

Prepare a detailed net worth statement and develop an asset allocation plan

• Review your risk profile
• Determine your investment goals and objectives
• Develop an investment strategy that considers your attitude toward risk and is consistent with your goals. Our objective is to achieve the best allocation of your assets among alternative investment categories
• Actively assist you in implementing investment changes through recommendations of traditional and alternative investment managers
• Monitor investments and calculate performance results for review and evaluation
• Maintain and update a confidential net worth statement to assist in asset allocation and estate planning
• Work with you in developing a long-range financial plan
• Review investment opportunities presented to you by others and provide you with an objective analysis of the investment

Review of cash flow, income tax and investment postures with recommendations of a plan to increase cash flow, reduce income tax expense and optimize your overall wealth

• Prepare and update, at least quarterly, multi-year cash flow and income tax projections
• Coordinate vouchers and payment of quarterly estimated federal, state and local tax liabilities
• Prepare and monitor cash source and uses analysis on a monthly or quarterly basis
• Prepare your federal, state & local income tax returns, and assist in representing you in any disagreements with the Internal Revenue Service

Review of master estate plan including wills, trusts, gifts and insurance coverage

• Assemble data about family members and personal financial goals
• Analyze your estate liquidity and determine the after-tax estate passing to your beneficiaries
• Review existing legal vehicles to ensure that present needs and objectives are achieved and work with your attorney to see that changes, where appropriate, are made
• Develop and implement additional strategies for achieving your estate and gifting goals
• Coordinate and make annual gifts to optimize tax benefit
• Work with you in developing a long-range charitable plan, exploring all charitable vehicles
• Review present insurance coverage to determine if you are adequately insured

Take a very active role to ensure that the planning strategies agreed upon are implemented in a timely and effective manner

Mentor younger generations on the complexities of wealth, fiscal responsibility, business opportunity and financial education

Manage sale / purchase of real estate and businesses, perform due diligence

Tailor additional services to fit your situation as needed

Conduct personal and telephone consultations as required including periodic briefings on pertinent tax matters and investment opportunities