Financial Planning, including Retirement and Estate Planning

Some clients come to us looking for a comprehensive financial plan. Others have a specific need, such as college, retirement or estate planning. Just as we do with our Asset Management services, we start with the basics, focusing on goals and objectives and the current financial situation. Our goal is to create a plan that takes into account all aspects of our clients' finances, specifically, investments, insurance and taxes.

While retirement planning can start at any age, often clients come to us when they receive a retirement plan distribution and are seeking the optimal way to manage these funds, either prior to or during their retirement years.

When it comes to estate planning, our team approach enables us to focus on asset management, tax and insurance issues.

For complete information about our Financial Planning services, please contact Mary McGrath, CPA, CFP®.