我们的服务

财务规划

• Cash flow and debt management including emergency fund planning
• Risk management and insurance review, analysis and implementation including but not limited to:
  • life insurance
  • disability insurance
  • long-term care insurance
  • and more…
• Comprehensive retirement planning including retirement income, Social Security and Medicare guidance
• Estate planning including wills and trusts
• Tax planning before and post retirement to minimize clients’ income, estate, gift and generation-skipping transfer taxes
• Education/College planning
• Financial planning for life transitions, i.e. job loss/change, widowed/divorced, inherited wealth
• Financial planning for families with special need member
• Planning and guidance for charitable givings that align with your value and fit your overall plan