Many people fail to adequately plan for their retirement needs and are surprised to find that market fluctuations and changes in the tax laws have left them and their heirs with less than anticipated.  As your accountant and "trusted advisors," we understand the specifics of your financial situation and can provide the information and resources you need to make educated financial decisions.  After thoroughly evaluating your situation, our team of accounting and tax advisors can help you develop and implement realistic strategies for attaining your estate and financial goals.  Throughout the year, our clients turn to us to provide objective answers to difficult financial questions.  We value the trust our clients place in us and reciprocate this trust by actively providing them with information about new retirement and estate planning options.  We also stay in close contact throughout the year, so that we can help you make appropriate adjustments to your financial plan as your situation changes.  As you move through the various stages of your life and your career, we will help you develop a comprehensive financial plan that incorporates appropriate tax-saving and income shifting strategies.

As part of estate and financial planning services, we can assist you in the following areas:

Retirement planning:

• Calculate your anticipated living expenses and income requirements at the time of retirement
• Assess your need to change or adjust your current saving and spending habits
• Provide you with information and explanations about retirement plan options for business owners and their employees

Estate and gift planning:

• Develop planned charitable giving strategies to help minimize your estate and income tax burdens
• Assist in developing family giving strategies, including utilizing appropriate trust vehicles
• Advise you on the impact of distributions from qualified retirement plans
• Review and discuss your need for life insurance as part of your estate plan
• Monitor and update your existing estate plan to reflect changes in the legislation

Financial planning:

• Review and discuss your personal or your business' financial security
• Evaluate the diversity of your current investment and saving strategies
• Determine your insurance needs, including life, disability, property and liability insurance
• Help you develop an education-savings plan, when appropriate

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