This is Gary and Brett, and welcome to our firm, Planning. We are a highly experienced team of planners backed by a large group of specialists. We provide expert advice to business owners, high net worth families and law firms on financial services.
We can help if you are a:
Pre or post retiree
New or seasoned professional
Family with estate planning concerns
Who we work with:
Over our 25+ years of experience, we have worked with clients in virtually every age bracket. And, their occupations and the size of the businesses they own or work for are just as varied.
As independent business owners we share that perspective with many of our clients. Our extensive and diverse experience means our client's unique situation is rarely new to us.
INEVITABLE FINANCIAL UPS AND DOWNS
Many of our clients have been with us through multiple recessions. We have seen all of the emotions clients encounter when the market’s volatility hits home.
We have seen dozens of tax law changes affect our clients’ planning. We work closely with our client’s legal and tax advisors, combining our experience and expertise to overcome any obstacles to their goals.
Meet The Team
For more than three decades, successful business owners and professionals have relied on Gary to be an advocate for their financial, estate and business planning. He specializes in custom designed strategies to reduce clients’ tax liability and make their investment accounts, insurance and planning more efficient.
As an Accredited Investment Fiduciary Brett has been a trusted advisor to countless individuals and businesses, guiding them in their financial planning. For more than twenty years, he has prided himself on strong and lasting client relationships.
HOW WE HELP
The Major Ways We Help People Are:
Planning Reviews for Business Owners – Discovery of personal, family & business objectives, a review of current planning, and an action plan for modifications to reach goals.
Managed Investment Accounts:
- Overall design and coordination when multiple accounts exist.
- Tax managed strategies.
- Specialized retirement distribution programs.
Insurance – Expert analysis, sale & underwriting for life, disability and long-term-care.
Estate Planning – Coordination with other advisors to create a tailor-made plan for tax efficiency, conquer family dynamics, meet charitable desires and/or ensure continuation of a multi-generational legacy.
Pre or Post Retirement Income Planning – Individualized plans to meet income needs with special attention to market fluctuation strategies and longevity planning.