Private Client Services

Financial Check-Up

Take stock. Take action. Take part in a one-on-one consultation to assess where you are today.

• Review goals and objectives
• Get a handle on your current financial situation
• Discuss issues on hand
• Develop an action plan

Detailed Cash Flow Modeling

Reconfigure your plan as needed by assessing your future situation through undertaking a thorough review of the action steps required to get you there. 

• Assess goals and objectives
• Cash flow and net worth statements
• Develop assumptions
• Excellent exercise for retirement planning
• A necessity when structuring a separation or divorce agreement

Retirement Planning

Reap the benefits of all you've achieved to live the life you want 

• Lay the foundation for a secure income stream
• Analysis of sources of income before and after retirement
• Assess eligibility for and level of income from government programs
• Cash flow projections to determine long range outlook

Tax Planning and Preparation

Keep more of what you earn 

• Year-end planning to minimize taxable income
• Income splitting between spouses and family members
• Annual tax preparation
• Government correspondence if and when required
• Implementation of tax strategies

Estate Planning

Take care of your family's future

• Estate analysis
• Review of wills
• Powers of attorney in force
• Tax effective transfers of wealth
• Donation / major gift planning
• Effective use of trusts

Investment Planning

Review your investment direction