When we run long-term projections for folks, we regularly assume 95 years will be their life expectancy. You should see some of the looks we get! Almost everyone laughs and says there is no way they will make it to age 95.
We utilize strategic asset allocation strategies to construct broadly diversified, tax-efficient portfolios.
We implement an array of strategies designed to minimize the amount of taxes paid on accumulated wealth and current income.
We work to create the most efficient and cost-effective plan to help ensure your wealth passes to your intended beneficiaries.