As a retiree, you undoubtedly have plenty on your mind when it comes to your finances. For instance, how do you continue to grow your legacy? Who is best suited to enact your wishes as your estate's trustee? What are the best strategies to safeguard your wealth for beneficiaries? We can help address those types of concerns so you can enjoy the fruits of your labor.
Services we offer include:
- Investment management
- Income tax review and strategic planning
- Estate planning and coordination with attorney
- Charitable planning