943 Main St.,
WE ARE FOCUSED ON TAX-EFFICENT ESTATE PLANNING, RETIREMENT PLANNING AND INVESTMENT MANAGEMENT.
We provide ongoing tax-efficient estate planning, retirement planning and investment management.
Our first priority is helping you take care of yourself and your loved ones. We do this by getting to know your personal situation, your dreams and goals, your tolerance for risk, and what is most important to you and your family.
Estate Planning is more than having a will.
Direction + Guidance = Confidence
We seek to maximize returns and minimize risk.
We specialize in working with individuals and families who want to ensure a smooth transition of assets to beneficiaries as well as those who are inheriting assets from a loved one. We aim to avoid unnecessary taxes, penalties and headaches.
Jim and Kathy have done a great job of saving but now they’re about to pass a ticking tax time bomb to their daughter. Learn how we defused the situation.
Joe wants to make sure that his wife will be able to maintain her lifestyle after he’s gone. And they both want to make sure their children don’t blow through their inheritance.
Mary wants to leave money to her children and her favorite charity but Mary has it all mixed up.
Linda lost her husband unexpectedly. She’s not sure what to do with his retirement savings. If she’s not careful, she could end up losing a lot of money to unnecessary taxes.
Meet Ed and Diane. Diane loves her church and gives regularly. Ed hates paying taxes more than he hates the Steelers. Learn how we helped Ed reduce his taxes and continue his wife’s legacy of gifting to the church.
Al kept all his mother’s statements in a shoebox. When she passed, he knew he had some work to do but didn’t like the thought of spending hours on the phone getting bounced around from department to department. We did it for him. And learn how we were able to use the money he inherited to help Al retire early and avoid a bunch of unnecessary taxes.