Personal Accounting

We understand the importance of a comprehensive approach to wealth management. As your trusted advisors, we will work with you to ensure that your priorities guide every decision and that your assets are managed to your specific need. No matter your stage of life you will benefit from wealth management strategies that employ an all-inclusive view of your finances.

Our wealth management offers a variety of financial management services including:

• Estate planning
• Creating and administering trusts
• Maintaining charitable giving
• Planning for retirement
• Establishing and managing college savings plans
• Maintaining budgets
• Managing assets
• Analyzing asset allocation
• Managing insurance coverage and investment income
• Aligning your goals with tax planning strategies

As a client, rest assured that your specific priorities will guide our every decision. We pledge to work with you and your family to realize, strategize, and simplify your wealth management. 

Understanding your financial situation and planning for the future can feel overwhelming at times. Am I saving adequately? Will I have enough for retirement? How can I ensure my family will be taken care of? We are ready to help you assess your current reality, determine goals for reaching financial security and evaluate all areas of your financial future.

Being aware of your personal values and priorities is essential to our financial planning work. We know that no two clients are alike and every financial plan is different. We start with your end financial goals and work backwards to today’s financial reality to make sure you are making the most sound decisions possible. I will work with you to create a financial plan consisting of short term goals to meet your specific needs that includes:

• Debt reduction
• Cash flow analysis
• College planning
• Risk assessments
• Retirement planning
• Investment and asset allocation
• Tax planning strategies
• Legacy planning
• Estate planning

As part of our comprehensive financial planning services, all of these services will be available to you.