Comprehensive Financial Planning

While developing a customized financial plan, we will walk you through a six step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan encompassing the following topics:

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Tax preparation, planning and management*
  • Accounting services*
  • College Education
  • Estate conservation and lifetime gifting
  • Insurance and annuity products

In addition, we want to include your current trusted advisors in our discussions as we work to develop a plan tailored to your unique situation.  Your current tax advisors, personal bankers, insurance professionals and attorneys are some of the most common professionals we brainstorm with to determine the best ideas for you.

* Accounting and Tax services are offered through our sister-company, Mesenberg & Bird Tax & Accounting.