Our available services vary with each client situation.
We do plans for clients. Tell us what you’re trying to achieve and we’ll show you different ways of getting there. This is both an art and a science. Maria Diaz, our Certified Financial Planner is the main driver of this service. In most cases we need to “dive deep” and explore your expenses, the choices you make and how they impact your goals. If there is more than one entity (like a corporation) we need to make sure you are using it in the most tax efficient way. We also use outside consultants in some cases, including the Wealth Planning Team of Assante Private Client a division of CI Private Counsel LP, independent accountants and lawyers, etc.