Meeting with all family members to get everyone on the same page.
From adopting a child, to changing careers, to buying and selling businesses, we’ve helped clients plan for major life choices.
We work with clients who are supporting elderly and disabled family members. We’ve helped them explore their options in meeting unique care needs, including researching caregiving services and continuing care facilities—and how to plan and budget for costs.
Marriage, divorce, and the death of a loved one each impose critical considerations. When these transitions happen, we work with clients to help address financial decisions.
This includes developing college saving plans for clients’ kids and grandkids, and advising and educating younger family members about financial matters.
Although we don’t give legal advice, we do work extensively with clients in planning for their family legacies.
Whatever life decisions you make, we want you to be fully informed about the financial consequences—and confident in moving forward.