Financial, Estate Planning, and Tax Advice

Financial Advice

We provide advice on everything you need to know, including:

• Best ways to invest cash
• Whether to use growth or value stocks
• Whether to pay down your mortgage
• What credit card to use
• How much to allocate to international stocks
• Whether to contribute to a Roth or Traditional IRA
• How much to contribute to your company’s 401(k)
• How much to save for a college education

Estate Planning

If you need advice on how much to give to various causes or how to distribute your assets, we can lend a dispassionate ear.

Considering a GRAT, A-B Trust, or Donor-Advised Fund? We can talk you through your options so you know what to ask your attorney to do.

Tax Questions

Tax law is changing constantly. We have the answers to your questions about how changes will affect you, and what you can do about it.