We offer specialized services for individals and families and for business owners.
Individuals and Families
We are committed to providing comprehensive family wealth planning and investment management guidance for individuals, multi-generational families, trusts, and estates. Our goal is to help clients create and grow wealth, preserve and protect wealth, distribute wealth in the most tax efficient manner during their lifetime and distribute wealth in the most tax efficient manner at death.
As a business owner you face many unique and difficult issues regarding your business on a daily basis. Additionally, you have the responsibilities of providing for your family, sending children to college and planning for retirement. Investment Management & Planning, LLC. professionals are uniquely qualified to assist the business owner in making sound decisions and help them understand the ramifications of those decisions.