Assess

Your current situation is our starting point.  Tell us your story and we’ll better understand how to summarize today’s picture of your life.  How did you get where you are today?

We’ll need to see details about your income, expenses, savings and assets.  We’ll want to know the current stage of your career, when you want to pursue other endeavors or if an active retirement lifestyle has been your daily routine.

Our discussions will also address your tax burdens, corporate benefits, estate planning and health care planning.