Financial Planning
Our senior advisors are pioneers in the area of “financial planning” and have been implementing successful plans long before the term became popular. We follow Best Practices which are dictated by integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Then we continue with all the moving parts relating to risk, assets, liabilities, financial allocation, tax, retirement, intergenerational wealth transfer and estate goals. We also offer help with will planning, power of attorneys, personal directives, trusts, shareholder’s agreements, corporate structure and freezing your estate, to mention a few.