We can also provide estate planning services for you. We recognize that the planning of one’s estate involves much more than wills, trusts and endeavors. Our process starts with record organization and the preparation of one’s legacy through the compilation of memories, family stories and other intangible gifts.
Children and teenagers often adopt their family's approach to savings and investments from an early age. If you're a parent, we encourage you to contribute to a Roth IRA, especially with your child's summer job earnings. Roth IRA is great because you don't pay any taxes. In addition, you will have access to this tax-free money when it's cashed in years down the road.
Financial planning entails working with you to assess where you are today and what you want to achieve in the short- or long-term future. Instead of taking a one-size-fits-all approach, we give you options and outline tools to help you reach your goals. Our consultants will tailor a plan for your family, because we believe no two are alike.
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In 30-60 minutes, we can get to know you, your goals, and needs. So you may be able to Build and Grow you Wealth