8055 East Tufts Avenue
Our firm specializes in helping people through major life transitions. We offer personalized, hands-on service, integrating tax reduction strategies, will and trust design strategies, and financial management. And we educate our clients, helping you understand all issues critical to thier financial well-being.
We review your documents to ensure your estate passes as you intend. We coordinate asset ownership and beneficiary designations with your attorney. And we provide a tracking system.
From employee benefits to business structure, we can help a growing business to an exiting business owner. Buy-sells, Deferred Comp, Corporate Stock Gifts, and Family Partnerships.
We prefer to manage this throughout the year vs. waiting until year-end. We’re happy to coordinate with your CPA. Cost Basis, Realized Gains, Carry Forward Losses, Tax Loss Harvesting, Deductions and Credits.
We assist with gifting techniques, education funding, and custodial accounts. We also have resources for caring for aging parents and practical money skills for kids.
firstname.lastname@example.org | (303) 714-4726