Throughout our working with you we will examine various aspects of both risk management and asset management in your life and business. In some cases, we will find that certain activities are a hybrid of both activities.

During our analysis we will focus on managing risks and managing assets for and and your family. Areas we will review include :

  • identification of your goals
  • identification of your financial and non-financial objectives
  • Managing your taxes
  • Planning for charitable contributions
  • Planning for special needs
  • Planning for your children’s higher education
  • Planning for your retirement
  • Planning your estates
  • Transfer of your wealth