Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
Learn more from our blog!
What is the Fed and What Does it Do?
The U.S. Federal Reserve System, also known as the “Fed,” has become an ever-present subject of news and financial media headlines for much of the 2020s and various times throughout history. And with 2025 seeing more acute coverage of the Fed, we thought it apt to provide some relevant facts and historical context for how the Fed came to be and its purpose.
How Life Insurance Can Secure Your Child’s Future Care
If you're raising a child with disabilities, you know firsthand the mix of deep love, responsibility, and concern for the future that defines your journey. One of the biggest questions that keeps many parents awake at night is: What will happen to my child when I’m no longer here?
Prepare the Next Generation: Teaching Financial Literacy in Affluent Families
Affluent families face a unique challenge. They must pass down capital and the skills to preserve and grow it. Statistics underscore the stakes. Seventy percent of wealthy families lose their wealth by the second generation, and ninety percent by the third generation. Meanwhile, baby boomers are transferring $84.4 trillion to heirs through 2045.
If opportunity doesn’t
knock, build a door.
