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Planning

Planning

From tax planning for individuals to planning towards retirement, we are here to help you plan for the future of your business and personal finances. We see your business and your personal life as very much intertwined. As such, we offer comprehensive planning services to help you live rich in every area of your life. 

Business

We assist in the annual development of plans and budgets to achieve the operating performance the owner/manager team is committed to.

  • Tax planning for individuals, partnerships, companies and trusts: Strategies to legitimately minimize tax
  • Corporate structure planning: Creating an optimal corporate structure that integrates your personal and business objectives
  • Sale of a business: Tools to create a turnkey business and strategies to achieve the highest after-tax sales proceeds
  • Succession planning: Preparing to, and then transferring ownership and control of your business to family members and/or professional managers

Personal

We work with you to invest wisely, grow your net worth and plan for every eventuality.

  • Investment planning: Working with an advisor to design your investment portfolio to achieve your objectives
  • Money management: A tool for creating wealth, including saving for investment and budgeting for your expenses
  • Insurance planning: Managing the risk of death or disability and the related healthcare costs
  • Retirement planning: Answering the question, “How much will I need to live the way I’d like to?”
  • Estate planning: Designing a plan to distribute your assets to those you care about it, in an orderly and tax-efficient way

 


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