Since our lives are in a constant state of change, there may be times when you need advice and guidance regarding special circumstances.  For the last 34 years, we have walked our clients through a number of situations that do not fall under the umbrella of traditional “financial planning.”  We find great joy in building lifelong relationships with our clients and are always available to guide them through a variety of special situations including:

 Divorce planning

 Preparing to lose a spouse (aging or illness)

 Parent-care planning

 Weddings

 Bar- and Bat- Mitzvahs

 Job and career change planning

 Tax planning

 Debt-elimination planning

 Charitable planning

 Real estate planning