Financial Planning for Families

Let's talk about how to plan today for a comfortable tomorrow

We understand that your family's financial planning needs are unique. And so will be our recommendations for you.

Do you wonder if you need a trust?
Let's talk about when and why you might want one.

Are you early in your career with an ambitious goal of retiring early?
We can map out a path to get there.

Do you have adult children and grandchildren, and want to leave a legacy?
We can guide you in establishing plans that provide for your heirs.

Perhaps you are looking for essential plans for your family business, such as:

  • Disability Insurance
  • Life Insurance
  • Retirement Plans including:
  • SEP
  • Simple
  • IRA
  • 401k
  • Profit-Sharing
  • Pension Plans

Are you seeking advice on business continuity planning or considering a Limited Family Partnership?
We understand the ins and outs of financial planning for families and family businesses.

Contact us at 203-488-4488 or schedule an appointment online to discuss the tools and plans that might be beneficial for your family and your family business.