| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Investment Management |
| We provide the discipline and investment strategies to meet the great goals of your life. These are often planning for a long and worry-free retirement; providing assistance to children and grandchildren; caring for parents and siblings and developing a legacy for your family/charity.
In developing an investment strategy, we construct an investment portfolio that takes into consideration your financial goals, your investment time horizon, your aversion to risk and the impact of taxes.
Once the investment strategy is implemented we continually monitor performance and rebalance as appropriate to optimize returns. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| College Financial Planning |
| Funding college impacts the entire family’s lifestyle and impacts parents’ ability to fund retirement. The goal is to evaluate the most cost effective combination for your unique situation and to find tax saving opportunities to fund college expenses. Most families find they have to send a non-working spouse to work, decrease their lifestyle or delay retirement to fund college. Many families have to do all three. Our goal is to help you take advantage of every opportunity you have to provide the college experience you want for your children in the most cost efficient way. |
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| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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| Expert Witness |
| Litigation and arbitration often result in the need for a qualified professional to present his opinion to support or oppose evidence submitted to the court. Our education, training and experience allows us the opportunity to function as expert witnesses. |
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