Good estate planning includes researching and developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. Our expert team helps individuals develop and implement trust and estate plans that enable them to achieve their financial goals. We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The recent popularity of M. Night Shyamalan “Old” offers a fascinating yet unsurprising truth—we fear aging. This fear could be why so few of us consider saving for retirement until it’s too late. When seniors reach retirement age, many discover they haven’t saved enough to live comfortably in their golden years.
Scheduling “me time” used to be a luxury for those who could afford it—now it’s a necessity for everyone.
It’s as predictable as the dawn: A new generation enters the workforce, they shake up the status quo and they push their coworkers outside their comfort zones. Some seasoned workers love the changes; others aren’t quite as thrilled. But somehow, from the Greatest Generation to the Boomers, from Gen X to Millennials, everyone manages to adapt—and most of the time, things end up being better for everyone.
