Help for Individuals & Families

As your assets grow, so does the complexity of your needs. We’ll stand by your family through generations.

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Complete Financial Planning

Your holistic financial plan will have longevity and resilience built in. It will be totally customized to you, but often includes strategies for retirement, growth, healthcare planning, and managing overall spending goals. And of course, it will prioritize time with loved ones, your health—everything that makes you feel alive.

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Retirement Planning

How do you want to spend your time? What hobbies or activities are on your wish list? We help you navigate through the unknown of this new phase so you can determine how you want to live your life and leave a legacy behind.

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Paying for College

Providing a college education for your family is a big milestone and one we want to celebrate with you. We’ll balance this need with others, making it part of your overall financial strategy.

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Healthcare Planning

Protect your family from the known and unknown by thinking ahead about insurance and healthcare. We provide support with different types of insurances including life insurance. And for those who are aiming to retire before the age of 65, we can help with getting you qualified on the exchanges, too.

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Legacy and Estate Planning

An inheritance is money, but a legacy is more. Create your legacy by setting up your estate so you can live your life, gift now, and potentially reduce taxes later. Our complete financial planning includes collaboration with Commonwealth or outside estate attorneys to provide a seamless experience. If you already have an attorney, we’ll coordinate with them.

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Tax Planning and Strategies

From taking advantage of tax deductions to advice on charitable giving, we can help you put a strategy together that will take care of you and future generations.

Put your assets to work for your life and legacy.

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