Income Tax Planning and Income Tax Preparation

Financial Counseling

Planning for Education Costs

Retirement Planning

Estate Planning

Charitable Giving Strategies

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Income Tax Planning and Income Tax Preparation
Financial Counseling
Planning for Education Costs
Retirement Planning
Estate Planning
Charitable Giving Strategies


Income Tax Planning and Income Tax Preparation

Being proactive with income tax planning is vital. Doing so will allow you to avoid any unpleasant surprises that might otherwise await you at filing time. When you are in control of your income tax situation, you’ll be well positioned to make the decisions that will help you to minimize your income tax liability. I also understand the specialized tax planning challenges that non-traditional families face, and work with you to recognize the opportunities that are available.

Whatever your situation, I’ll help you to identify your options and guide you to the choices that are most appropriate for you. Bear in mind that tax planning is not limited to individuals and businesses. If you are the trustee of a trust or the executor of an estate, it is vital to recognize that planning impacts not just the entity itself, but also the entity’s beneficiaries. Having extensive experience with estates and trusts, I understand the planning involved and can help you to be sure that the decisions you make are the right ones.

Please contact me to learn more about how I can help you reach your goals.

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Financial Counseling

I want you to view me as your personal Chief Financial Officer. From managing and paying off debt, to financing a large purchase, to planning your retirement or your estate, I can assist you in making the right choices. Whatever challenges you are facing, I’ll help you to successfully achieve your goals by working with you to set realistic objectives and reviewing your progress.

Please contact me to learn more about how I can help you reach your goals.

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Planning for Education Costs

The daunting task of finding the right way to fund college education for a child can be overwhelming. I can help you make the decisions that will ensure that you will be in control of the process. You’ll be able to understand how your action – or inaction – today can have a dramatic impact on how prepared you’ll be for that day in the not-too-distant future when the child is graduating from high school.

Please contact me to learn more about how I can help you reach your goals.

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Retirement Planning

Decisions you make today directly affect your retirement planning. Working together, we can determine the strategies that will allow you to reach your goals most efficiently. Responsible retirement planning is not just saving as much money as possible. It is about making the choices that will allow you to enjoy maximum flexibility down the road. I’ll help you to find the way to achieve financial independence – the point at which you’ve reached your financial retirement goals.

Please contact me to learn more about how I can help you reach your goals.

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Estate Planning

Your estate plan should reflect all of your objectives, both financial and non-financial. In fact, all of your goals and objectives will have an impact your estate plan. By helping you to focus on those that are most important to you and your family, we can shape your plan accordingly. Estate planning often involves multi-generational considerations within families. Working with you to address all of your concerns with regard to your family’s situation, I’ll help you to make the choices that will allow you to leave a powerful legacy to your children, grandchildren and future descendants.

Please contact me to learn more about how I can help you reach your goals.

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Charitable Giving Strategies

If you have a desire to meaningfully provide for your favorite charities, I can help you to benefit yourself financially while having a positive impact on the world. Together, we can design a plan that allows you to achieve your objectives. Perhaps, for instance, you wish to create an endowment, charitable trust or private foundation. Whatever it may be, we’ll find the way for you to use your resources to empower others. You’ll see that charitable giving can be so much more than simply writing a check.

Please contact me to learn more about how I can help you reach your goals.

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