Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and consultation. We work with your current advisors (or help you identify competent advisors) to ensure the growth and longevity of your wealth.
We help you:
- Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, and identifying the best ways to save for retirement. Make retirement a plan rather than an event.
- Plan college education for your children by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
- Help achieve your investment goals by coordinating with your advisors to explain your risk tolerance and future plans.
- Maintain books and records. Our staff works with our clients, in many cases, assisting in maintenance of financial records, payment of bills, reconciling bank statements and preparing periodic personal financial statements.