additional financial advisory services
There are many aspects to Wealth Management and we use a combination of skills and expertise to address each client’s individual situation, preferences and goals. In addition to the services noted elsewhere, we are skilled in the following areas. However this list is not exhaustive. If you are looking for additional services not listed here, please contact us for a personal discussion.
Retirement Planning – Designing a suitable investment portfolio focused on financial independence and a satisfying lifestyle in retirement.
Retirement Distribution Strategies – Crafting distribution and withdrawal strategies to help ensure that our clients in retirement do not outlive their assets.
Cash Flow Analysis – Reviewing a client’s current cash flow to determine the effectiveness of spending and savings habits and recommend adjustments as appropriate to help meet the client’s financial goals.
Tax Planning – Review your current tax situation and recommend ways to reduce your federal and state tax liabilities.
Estate Planning – Identifying effective ways for our clients to conserve and distribute their estate to their heirs.
Long Term Care Planning – Evaluating potential needs and recommending products to provide benefits for long term care.
Business Continuation – Planning for the provision of financial security to family members and business partners in the event of your premature death or disability.
Executive and Employee Benefit Planning – Providing cost effective and custom designed benefit plans to aid in attracting and retaining top quality employees.
It’s not your salary that makes you rich, it’s your spending habits.
- charles a. jaffe
