Cash flow management and liquidity planning
Developing plans around these areas will help us understand how realistic the probabilities of success are as they relate to goals and objectives we establish. This involves short, mid and long term needs as well as special expenses.
ESTATE and succession PLANNING
A proper estate plan will help you place your affairs in order for the efficient administration of your finances in the event of your passing. We will outline the most effective methods to accomplish your objectives as they relate to the distribution of your assets.
risk management
Risk management means preparing upfront for the unexpected. What mechanisms does a person need in place if they cannot generate income or pass away prematurely? What happens if I cannot make decisions for myself over an extended period of time? How can I fix this?
tax planning
Learning how to best shelter your income and lower your tax burden will help keep more of the money you earn in your ownership. If a tax professional is needed we will help align you with someone who we feel will help meet your goals and objectives.
AFTER TAX INVESTMENT PLANNING AND ASSET ALLOCATION
We will work with you to determine the most optimal asset allocation strategy as it relates to the level of risk you are willing to expose yourself to. This involves developing plans in which retirement and non-retirement dollars complement one another.
RETIREMENT PLANNING
Retirement planning involves quantifying how to save for the future. We will help you determine if your goals and objectives are realistic as they relate to age and amount desired with the resources you have at your disposal. Start planning for your retirement today.
EDUCATION funding
Determining the costs associated with post secondary education can be overwhelming. Our goal is to determine what is most appropriate in helping you save for this.