Estate and Gift Planning
Personal Financial and Retirement Planning
Litigation Support and Forensic Accounting
Succession Planning
Executive Search and Recruiting
Personal Records Management
Turnaround and Recovery
SEC Practice
Banking Relations

Personal Financial and Retirement Planning

Comprehensive financial planning is one of the most important services we provide to our individual clients. Similar to a business plan, a personal financial plan helps an individual set financial goals, determine resources, and establish a framework for reaching those goals.

There are many aspects of a financial plan that help clients reach their financial goals: reviewing insurance coverage, planning for children's education, cash flow planning, risk management evaluation.

We thoroughly consider the financial and accounting implications of the tax advice we offer, and are continually working to enhance the quality of all our services.

A financial plan can also focus business succession and exit plans for owners of closely held businesses. Disposition, expansion of a business, and new methods of financing are subjects we regularly discuss with clients. We develop creative solutions to help clients meet their long- and short-term goals.

Retirement planning involves more than just budgeting for retirement, or estate planning. It also involves keeping our partners, professional staff, and clients informed about changes in tax legislation and reporting requirements.