Our disciplined approach is best suited for individuals, families, business and other organizations with investable assets of $1 million and more.
You Have Questions, Ed Listens and provides answers
My team and I can help you process thought-provoking questions, including:
- Is my investment portfolio aligned to my present and future needs?
- What happens if I die too soon, if I live too long or if I become disabled in between?
- What if my financial assumptions about the future were to change?
- Could my business survive a major change or crisis?
- Are there other strategies I can use to reduce my tax bill?
- What will my estate pay in taxes upon my death?
- Are my heirs ready for their inheritance?
- Do I need a long-term care plan for myself? For my loved one?
- Are my executors up to the task?
- Do I have the right person in place for my Power Of Attorney?
If you have asked yourself any of these questions or others, Ed can help you."