We work with multiple generations within the same client family (grandparents, children, grandchildren, etc) to ensure a sustainable plan is developed to help transition wealth from one generation to the next. Our goal is to do this as tax efficiently as possible. We work with our clients to ensure they maintain their assets until they no longer require them, helping them find balance – we don’t want you to run out of money or leave too much behind – it’s your money, and you should be able to do what you want with it. We’re also able to offer charitable giving and business succession strategies, so you can ensure your legacy continues.
Bryce McFadden
Your Plan is Just the Beginning
