Insurance and Tax Reviews

Protecting your Income, Plan, and Legacy

As financial planners, we are constantly searching for ways to protect our clients financial plans, while bringing peace of mind. We believe there are three main areas to address when analyzing your insurance needs.

Income Replacement

We want to ensure your family can meet their needs if something happens to you. This could mean paying the mortgage, funding college, or keeping the business running.

Protecting Your Plan

Long-term care and premature death can have detrimental effects on the success of your financial plan. We want to protect your retirement assets from the inevitability of rising long-term care costs.

Your Legacy

Whether your goal is to transfer wealth to the next generation, leave a charitable legacy, or provide liquidity in your estate plan, we can find a solution that fits your needs.

Protecting your Earnings

While the topic of insurance can be distressing, the emotions surrounding taxes tends to be negative as well. We do not want to squander your hard-earning dollars by making irresponsible tax decisions. We are here to help analyze your situation to keep your tax liabilities as low as possible. Our team has designed tax-efficient portfolios and implore tax-smart trading techniques seeking to ensure that your annual meeting with Uncle Sam goes smoothly.