Your Partners In Planning

DESIGN PHASE

We initiate the development process with a series of discussion meetings.  In the beginning we take a broad perspective, helping clients articulate future goals and stategies -- reviewing existing documentation to identify gaps, overlaps, or inefficiencies.  From this analysis a menu of strategic alternatives emerges, which are subjected to modeling and testing to produce our recommendation report. 

IMPLEMENTATION PHASE

Achieving a comprehensive, integrated plan for business or family finance requires diverse disciplines -- the legal, accounting, and trust professionals, along with the financial product institutions and administrative resources.  Our role is to help coordinate their efforts and manage communication to assure our clients can make informed decisions and can rely on an effective implementation timetable.

MANAGEMENT PHASE

In the real world, financial and investment planning* means a commintment to a perpetual decision process.  As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential problems.  We set up monitoring procedures in advance that allow you to evaluate peformance against objectives and revise your decisions accordingly.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Calculators

Newsletters

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,413.22 +0.49%
Nasdaq Composite 7,247.87 -0.15%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.