Consulting & Training

Estate & Trust Planning compare lipitor and crestor follow theme and thesis famous quotes from an essay on man enter autobiographical essay wikipedia dissertation topic ideas for sociology ferdinand magellan research paper essay ethics computer custom written law essays venlafaxine for dogs follow link how to write a article for a magazine have no time to do my homework dissertation topics in intellectual property law trump speech at united nations essay on my father's daily routine cheap editing services best essay book in english go here lasix furosemid paypal get link go to site Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company‚Ķ) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.