Individuals

Creating road maps to your financial success and security

As your financial situation evolves and increases in complexity, it becomes harder and more daunting to navigate the ever-changing landscape on your own. That’s when you need the expertise and counsel of an experienced and knowledgeable financial partner. We begin by conducting a comprehensive evaluation of your income, savings, retirement accounts, investments, and debts; life-style factors, such as whether you have children in college or are caring for elders; and when (and how) you’d like to retire.

Based on the picture that emerges, we create a road map to financial success and security — customized strategies, tools and advice that enable you to spend less time and energy on your finances, and more on the things that matter to you.


Specialty Services Designed for Individuals

  • Tax Preparation & Planning
    Delivering customized tax strategies that minimize your tax burden and chances of an audit. We keep you up-to-date on your tax liability throughout the year, so you’re never surprised on April 15.
  • Personal Financial Planning
    We make financial planning an ongoing conversation, and work with you continually to address areas of concern, explore alternatives, and ensure that the goals of your business are in line with your personal objectives.
  • Estate Tax Preparation & Planning
    We can help you plan your estate to minimize taxes and maximize the amount you pass on to your heirs.
  • Expert Witness Services
    Our credentials and experience allow us to serve as expert witnesses, presenting our professional opinions in court to support you during litigation.