FINANCIAL DESIGN FOR LIFE

Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting

Financial analysis and planning; asset management; debt management; financial risk management, wealth management, wealth transfer, financial design; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate, trust and wealth distribution planning; consulting regarding philanthropic monetary and asset donations; and mortgage brokerage