These are trying times as we navigate the uncertainty of COVID-19 and our new normal. Whether you are a business owner, front line worker in the medical community or retired, you are probably dealing with your own set of challenges. We always strive to bring our clients the highest level of service and personal attention, not only as it pertains to taxes, but in all areas of their financial lives. We are proud to announce enhancements to our financial planning division to better support you. Through our relationship with Paul C. Koenig Jr., CFP®, ChFC®, CRPC®, RFC®, a Personal Wealth Advisor at Integrated Financial Partners, we can offer comprehensive financial planning and wealth management services including:
You can also take advantage of additional resources like the Integrated Family Office which provides daily centralized management and oversite for our high-net-worth families’ financial affairs; and the Lifetime Income Model™, a proprietary retirement distribution planning software.
Along with an ever-changing market environment, this may be an opportunity to review and update work you’ve done in the past. We will make available to you The Financial Second Opinion™, a program designed to help determine the adequacy of your current financial situation.
We are very excited to have access to these services for our clients. Should you have any questions relative to these services and how they may benefit you, we invite you to contact us.