Consulting Services

We gauge our worth by the personal and business success of our clients. We enjoy working with our individual clients to make strategic decisions about their future from a tax and financial standpoint, including decisions around retirement planning, the purchase or sale of a home, investment property or other assets, evaluating employment offers and options, charitable giving, estate and legacy planning and many other topics. With business clients, in addition to acting as a sounding board for management, we help develop solutions and strategies to address issues around company finances and operations, including planning for growth, profitability and efficiency, evaluation and calculation of compensation plans, support in the sale or acquisition of a business entity and many other topics.

Our consulting services are focused in the following three areas:

  • Individual Consulting
  • Business Consulting
  • Estate and Trust Consulting