Financial Planning
for Loved Ones

Gifting:

Giving the gift of financial support can make a significant impact on your loved ones’ life. Our professionals guide you in creating gifting strategies that maximize benefits for both the recipient and the giver, while considering potential tax implications.  

College Planning & 529 Accounts:

Investing in education is a meaningful way to support the younger generation. We assist you in creating college planning strategies that ensure your loved ones have the resources you need to pursue their educational aspirations.  

Charitable Giving Strategies:

We believe that supporting your chosen charities is a noble endeavor that can be enhanced through strategic financial planning.  

• Donor-Advised Funds (DAF): A Donor-Advised Fund is a philanthropic vehicle that allows you to combine your charitable giving with strategic financial planning, maximizing the impact of your contributions.  

• Qualified Charitable Distributions (QCD): A Qualified Charitable Distribution is a strategic way to donate to charitable organizations directly from your Individual Retirement Account (IRA), offering potential tax advantages while supporting the causes you care about.

Roth IRAS for Children or Grandchildren:

Investing in your children’s financial future early on can yield substantial benefits. Our experts guide you in establishing Roth IRAs for your younger loved ones, offering a head start on their retirement savings journey.