WE CAN HELP YOU

• Clarify your financial goals and simplify your finances.

• Save for college or retirement or long term care.

• Understand whether you have enough money to retire.

• Increase the return on your investments - or reduce risk.

• Determine if you benefit from having annuities in your portfolio.

• Avoid surprises with pension rollovers and beneficiary designations.

• Decide whether to convert from a traditional to a Roth IRA.

• Plan the exercise of stock options so as to minimize tax liabilities.

• Buy a home or rental real estate.

• Protect your loved ones after death, while minimizing estate taxes.

• Navigate the confusing period after the death of a loved one.

• Resolve an inquiry from the IRS or Franchise Tax Board.