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Financial Planning

We service individuals and corporate clients. We represent our clients and find the best solutions by evaluating their entire situation to uncover the big picture. We look for gaps in the financial plan and seek solutions to eliminate them.

These services include:

  • Retirement Planning

  • Estate Planning

  • Corporate Planning

  • Charitable Giving


Areas of expertise include:

  • Retirement benefits

  • Family business succession/transfer

  • Funding charitable bequests during lifetime or upon death

  • Funding tax liability upon death

  • Creditor protection

  • Enhancing wealth transfer to the next generation

"Planning is important... if you do not know where you are going, you may not get there."
Danny A. Tzakis, CLU
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