High Net-Worth Individuals

Assisting individuals and families with tax planning, college funding, retirement strategies, estate plans and trusts to help them enjoy their life.

Income Retention & Growth Strategies

It is never too early or late to start a tax or investment plan. Our goal is to provide peace of mind. Our tax and investment professionals remain current on ever-changing tax incentives, regulations, and wealth strategies. These advisors have many years of experience in return preparation that will maximize tax specific incentives when possible, guarantee compliance with tax filings.

Individual and Family Tax and Investment Services Include:

• Tax Planning & Preparation
• Estates, Trusts & Gifting Strategies
• Retirement Strategies
• Financial Planning
• College Planning
• Retirement Projections
• Second Home Purchase & Major Asset Decisions
• Stock Option Strategies

Build and Transfer Wealth Using Time

Long-term tax planning allows you to earn income for decades on taxes by deferring tax liability. We work to defer tax liability so you start paying taxes on that income later in life when you normally are earning less and being taxed at a lower rate. Time also helps with gifting by allowing the donor to transfer wealth annually, which reduces their taxable income and enables financial resources to be shifted to anyone they wish to receive that gift. There are annual limits on gifting, which is why having time to implement a strategy can be a very effective wealth retention tool.