We can help you define and articulate your long-term and short-term financial goals and objectives, and prioritize between those that compete. We can also assist in quantifying your current financial position and projecting your future financial position under a variety of scenarios. Working in conjunction with your attorney, investment advisor and insurance agent, we can help you ensure that your personal financial plan will be a tool that helps you achieve your goals. Our professionals are available to consult with you on matters such as:

• Comprehensive financial planning 
• Budgeting and cash management 
• Income tax planning 
• College funding strategies 
• Retirement planning 
• Gifting and charitable contribution strategies
• Estate tax planning
• Assessing life insurance needs