Financial planning doesn’t stop with the essentials - it grows with you. Our expanded Concierge Services are designed to address the more complex areas of your financial life, offering thoughtful guidance and coordination when it matters most. Whether it’s managing a business transition, planning for future generations, or navigating life’s unexpected turns, we work together with you and your professional partners to help bring every piece into alignment.
Our Personalized Planning menu includes:
- Retirement Plans and Compensation Strategies – Support for 401(k)s, profit-sharing, and executive benefits to align with your broader financial picture.
- Tax Planning – Strategies to help you make informed decisions about timing, structure, and impact.
- Estate and Legacy Planning – Coordinating wills, trusts, and beneficiary designations to reflect your wishes and values.
- Business and Real Estate Planning – From business risk management to ownership transitions, we help organize your financial framework.
- Insurance and Protection – Assessing needs for life, disability, and long-term care to help safeguard what matters most.
- Generational Wealth Transfer – Helping families thoughtfully pass wealth and wisdom across generations.
- Parents and Elder Planning – Helping families navigate care and financial transitions with dignity.
- Specialized Guidance – Including charitable giving, end-of-life protections, education consulting, and special needs planning.
- Lending Solutions – Consulting on asset-based lending or other financial opportunities that fit your goals.