Our staff, as well as the specialists that we work with, can offer you fair and unbiased advise on the financial matters that affect you, your family and your business.
Business financial planning
Whenever you make a major business decision, you need to know both the financial and tax implications of your planned course of action. We and our associates can act as your outsourced CFO to help you analyze your intended purchase of equipment and real property, and review documents related to leases and loans, shareholder agreements, and other business arrangements with your customers, suppliers and staff members.
Our firm can evaluate your operations to look for ways to improve revenues, reduce costs and streamline operations.
Personal financial planning
As each person goes through the different milestones in his or her life, he or she encounters various opportunities and challenges. Our firm can provide you with valuable advise on such areas as investing for retirement and for children’s education, review of employment offers and retirement packages, structuring matrimonial settlements, analysis when buying or selling a business, asset accumulation and debt management, and similar other personal situations.
We can prepare an financial needs analyis and financial plan to assist you and your family with the important financial decisions now, and in preparation for your future.
Estate planning
Effective estate 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.