Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
 

Investment Planning

How your money grows, what you pay for that growth, and the ease and comfort with which you “journey” towards reaping the rewards of your investments, are all important aspects of a good investment plan. In the absence of such a plan, your financial future could be in jeopardy!
 

Estate Planning

In our experience, this is the single most common area that needs some amount of work for new clients to our firm. Often, clients are under the impression they have all their estate planning covered, when in fact there is at least “some” work to be done.
 

Insurance and Risk Planning

Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent Insurance Planning.
 

Retirement Planning

Everything we do – from choosing a career to managing career progressions at our employers – is presumably so we and our families and dependents can have a better life. But if we fail to plan for “Life after work”, all of the plans and effort we put into our working lives, could be jeopardized.
 

Charitable Planning

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
 

The Rest

In reality, the list of the services we DON’T offer is much shorter than the list of things we DO. The fact is, we cannot be ALL things to ALL people. But we strive to be ALL things to SOME people.