Forecast your spending and wealth accumulation through sophisticated modeling.
Optimize thorough use of deductions, trusts, retirement plans, charitable giving, and conversion strategies to manage taxes.
Build a custom portfolio, based on your unique planning needs.
Make effective use of benefits and compensation, including incentives, equity and retirement plans.
Thoughtfully plan your legacy with wealth transfer considerations.
Plan for life events, such as selling your business, changing employers or inheriting a family estate.