Investment Planning

Estate

Our expertise investment management and financial planning, combined with our entrepreneurial thinking and a commitment to personal service will enable you to build and protect your wealth. We provide a comprehensive offering to high-net-worth individuals, businesses and families to grow and preserve their wealth.

By working with outside legal and tax specialists, we incorporate estate-planning techniques empower our clients to select the appropriate methods to meet their wealth transfer objectives. We also work within the estate plan to optimally position the assets of our clients to minimize their overall estate taxes.

 

College Savings Plan

According to data from the Federal Reserve for the first quarter of 2018, Americans owe $1.5 trillion in student loans. Outstanding student debt currently exceeds auto loan debt ($1.1 trillion) and credit card debt ($977 billion).

We can help you provide your kids a financial headstart by offering our expertise and assistance with the following services:

  • • 529 Plans for college savings, which provide significant tax and financial aid benefits
  • • Coverdell Education Savings Accounts (CESA) - tax-deferred trust accounts created by the U.S. government to assist families in funding educational expenses for beneficiaries 18 years old or younger
  • • UGMA/UTMA Accounts - custodial accounts which are used to hold and protect assets for minors until they reach the age of majority in their state

 

Have more questions? Contact us today for more information.