Our Services

 

Your life and your business do not exist in silos.
Neither should your financial plan.

We act as your overall financial advisor to develop an integrated wealth management strategy that includes all the components to consider related to your personal life and business. 

  • Maximizing the benefits of incorporating – operating company & holding company

  • Identifying strategies to minimize personal and corporate tax

  • Developing and monitoring your retirement plan

  • Reviewing and recommending an investment portfolio personalized to your plan

  • Reviewing and recommending appropriate insurance strategies to protect your family, including life, disability and critical illness insurance

  • Consideration of Trusts for tax and estate planning, the protection of minor children or special needs dependents

  • Structuring your finances to create tax-free/tax-efficient income today and in retirement

  • Developing a plan to fulfill your estate wishes and fulfill your charitable giving goals

 
 
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PLAN

Investing for the Future 

Too many people work hard at saving without a clear plan. 

As your Family’s CFO, we not only help you create a personalized plan, we guide you through the years as you hit life’s milestones, and we adjust your plan as needed. 

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PROTECT

Insurance & Wealth Transfer 

Insurance is an integral part of your plan to protect you family, your plan and your legacy. 

Whether you are protecting against the financial stress of unexpected death in the family, the temporary or permanent loss of income due to illness or injury, or the financial impact estate taxes will have on your legacy, insurance is often the most flexible and affordable solution to these risks.

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PROSPER 

Purchasing Power in Retirement 

Retirement is a new, wonderful chapter in your life, and the planning continues. 

Managing a portfolio during your accumulation years looks very different from your spending year. Your portfolio, its tax structure, and overall asset mix need to be specific to your needs, not that of a general model.