Philanthropy in Financial Planning

One of the greatest joys of building wealth is the ability to use it to promote the greater good. Our approach to financial planning always begins with discovering your core values, which may include a love of art, a desire to help people in need, promote animal welfare, education, the environment or any cause. Whatever aspects of life you value and cherish, we encourage their support through philanthropy.

Philanthropy during your lifetime, and afterward through estate planning, can be generated through strategic investments in chartable funds and trusts. We can help you set up funds to generate an ongoing stream of revenue for any charitable organization. These funds provide needed support for your causes and substantial tax savings for you.