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Financial Planning

  • Retirement goals
  • Financing college
  • Preserving assets for future generations
  • Creating a charitable legacy
  • Balancing family dynamics
  • Eldercare
  • Disability protection
  • Cash flow management
  • Debt management
  • Budgeting
  • Purchasing/selling a home
  • Forming/selling a business
  • Executive compensation

Have you reviewed your long-term goals recently? Has the current economy affected (positively or negatively) your ability to achieve those goals? Are your assumptions from five years ago still accurate?

It is likely that circumstances have indeed changed. Whether it is the goals themselves or your strategy for achieving those goals that have changed, such change is inevitable. To complicate matters, the ability to engage in long-term planning has been made more difficult in recent years by the annual ritual of new tax legislation. While such planning is appropriately based on non-tax objectives, tax considerations play a major role in the development and implementation of a long-range financial plan. Frequent changes in the underlying tax assumptions can disrupt or derail the best-laid plans.

Our goal in working with our clients is to develop a plan that accurately assesses needs and objectives, not only from a tax perspective, but also in terms of overall lifestyle. Current tax laws, as well as possible future changes in the tax laws, are taken into account in devising a plan that maximizes the opportunity to achieve your goals. We will work with you to develop and implement a plan that focuses on specific goals, but is flexible enough to adapt to change.

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