Our Fee-Only Financial Planning Services include:
ESTATE PLANNING SERVICES
- Determining what assets you own and establishing your net worth.
- Estimating your estate taxes and probate fee
- Estimating survivor-ship income and entitlement
- Assisting you in preparing an estate binder
- Offering tax planning strategies to reduce your estate and probate tax
- Monitoring any significant changes and revising projections accordingly.
INVESTMENT MONITORING SERVICES
- Determine your financial objectives (ie what are the funds for)
- Determine the appropriateness of your asset mix given your objectives
- Monitor your investments to insure your rate of return is satisfactory
- Suggest changes when appropriate
“We’ve been going to TPG for over 15 years to get our tax returns prepared and our finances reviewed.
We’re clients for life ”
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