Professional Coordination

No one wants to pay more than their fair share of taxes. No one. It is our job to have an understanding of the complex tax laws and incorporate prudent tax strategies into your overall financial plan. We are not CPAs. But we will work with you and your tax professional to minimize taxes on your current income as well as build proactive tax control into your retirement portfolio.

We will coordinate with your estate planning attorney to integrate your financial plan with your intended estate wishes. This will ensure that you have the proper legal documents in place to ensure an orderly and efficient transfer of assets to your heirs. Additionally, we will work with you to ensure that your investment and retirement accounts have the proper ownership and beneficiary designations to coincide with your estate plan.