Financial Planning / Trustees and Fiduciaries

Trustees and Professional Fiduciaries come to us with assets to manage and goals to accomplish. Whether your role is to manage a trust, a retirement plan, or serve as a board member for a not-for-profit, we believe you can better pursue these goals and fulfill your responsibilities with a thoughtful and well-constructed plan. When you work with us you get:

  • A custom plan based solely on the facts and circumstances of the particular matter in question
  • Professional analysis and opinions on topics including:
    • Diversification
    • Spending
    • Depletion
    • Scenarios
    • Investment options
    • Large purchases
  • A collaborative, team approach with other advisors
  • Documentation and follow-up

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