Loading ...Our firm provides the following services:
- Financial planning: is our analysis of your resources in light of your goals to recommend the appropriate investment, income and estate tax, cash flow, debt, and insurance strategies.
- Implementation: is our work with you to locate money managers or establish mutual fund portfolios, advise on stock option exercises, plan to minimize income taxes, organize your cash flow, structure appropriate use of debt, help purchase optimal insurance, advise on estate planning and review real estate transactions.
- Legal: preparing income tax returns, drafting estate plans, negotiating employment contracts, negotiating purchase and sale agreements for business, negotiating and closing real estate transactions for clients and lenders, organizing and advising small businesses, structuring business startups and acquisitions, and creating and advising private charitable foundations.
- Network: Our firm has access to a vast network of professionals, money managers, mortgage brokers, insurance professionals and other advisors. This allows us to maintain the highest level of quality control over our work and to apply the most relevant and timely ideas and information.
Here are some of the advantages our firm offers:
- two decades of experience advising hundreds of clients with diverse needs and diverse situations;
- fees charged based on time spent, not commissions or assets under management;
- objective review of your situation, as we have no hidden agendas;
- access to a broad network of business associates upon whom we call for our client’s benefit;
- improving the risk-adjusted return on your portfolio; and
- acting as your personal “CFO” to accomplish changes in your finances over time.