Financial Planning

Financial issues can be complex and not limited to investment matters. College funding, Retirement planning, Taxes, Risk management and Estate planning are some of the dimensions of every financial life that require attention, at various stages of our lives. At your request, and in addition to our investment planning and portfolio management services, we offer the following evaluations:

  • Wealth and cash flow evaluations,
  • Retirement needs evaluation,
  • Tax as well as Insurance and Estate planning evaluations and recommendations.

In order to provide these services, we will rely on our own expertise as well as on that of others to ensure that you get the proper answers and reach the right decisions. In particular, we will work collaboratively with our network of well-established estate lawyers, tax accountants and insurance professionals to ensure that the totality of our service to you meets the highest standards of integrity, competence and diligence.