|
|
|
|
Our Core Client Services:
 |
Financial Planning – quarterly updates of each client's financial plan helps clients stay on track toward and through retirement; updated action checklists benchmark progress. |
|
|
Investment management – High quality portfolios consisting of low cost, institutional grade Dimensional Fund Advisors mutual funds. |
|
|
Tax minimization – income tax filing and annual tax projection work by a CPA. |
|
|
Legacy Planning – estate planning with “best in class" estate attorneys. |
|
|
Risk Assessment – insurance solutions to safeguard families and businesses. |
|
|
Cash flow and debt management analysis.
Education planning (if relevant). |
Clients with Higher Net Worth Benefit from:
 |
Business valuation/estate planning solutions |
|
|
Complex insurance solutions (buy-sell arrangements, other insurance issues that are integrated with estate and succession planning). |
|
|
Assessment of executive compensation elements (e.g. options, restricted stock) to maximize pay-out to clients and minimize taxes. |
|
|
Succession planning |
|
|
Legacy work – to insure an orderly transition of assets to the next
generation(s). |
|
|
Charitable giving structured to reflect the desire to support charitable work, to enhance long-term financial well-being and to minimize taxes. |
We help clean up and complete fragmented or
partially implemented plans. We also provide
objective "second opinions." |
Eve Kaplan, CFP®
Our team of professional experts provides “Best in Class” advice with our oversight.
Our clients are women or couples who typically earn 150K+ per year and/or have at least $1 million of investment assets.
