Receiving a settlement or inheritance can leave you wondering what to do next. Should you pay off debt, invest, save, or set aside funds for future needs? We help you sort through the options and create a plan that puts your money to work in a way that aligns with your goals. Our goal is to bring clarity and confidence, so your windfall supports both your life today and your future tomorrow.
For families planning ahead, we also provide guidance on passing wealth to the next generation with intention and confidence.
Inheritance Planning
Providing strategies to manage inherited assets while keeping long-term priorities in focus as well as helping families prepare for how assets may be passed to the next generation.
Settlement Support
Providing guidance on how to maximize any proceeds received from settlement funds based on your priorities.
Tax Planning Strategies Considerations
Collaborating with trusted CPAs and tax professionals to understand the potential impact of state and federal taxes on your financial strategy.
Estate Coordination
Working with attorneys to ensure wills, trusts, and other legal documents align with your financial goals.
Beneficiary Designations
Reviewing and updating designations on accounts and insurance policies so that your intentions remain current and accurate.
