Many people think that estate planning is something that only the elderly need to think about. But if you have family members who depend on you, then the reality is that it's never too early to start planning your estate. We are here to help you make the right decisions for your estate and your family. Our estate planning services are designed to offer you the peace of mind you deserve, no matter your age or the state of your health.
The success of our clients is truly what differentiates us from our competition. Our comprehensive and personalized financial planning approach is built on a platform designed to apply strategy-driven concepts in a competent and ethical manner so our clients can make smart choices with their important money.
Rather than trying to be all things to all people, we seek to be the best fit for our clients so we can be familiar with their unique needs. We believe everyone is entitled to objective financial advice, the cornerstone for the way we do business.
Specializing in the estate planning matters in which our firm takes a holistic approach with both traditional families and blended families by creating customized solutions that result in tax efficient and probate free inheritances.
Providing legacy planning directives that are designed to pass along families core values to the next generation.
Our vision is to provide a balanced and comprehensive plan that puts your family on a path to accomplish your overall estate planning goals.
To Hold Your Interests as paramount.
To Listen Closely and Empathetically, seeking to understand what is most important to you and why.
To Be Your Ally; the first people you will think of when you need help.
To Be Caring, Compassionate and Concerned for you and your family.
To Earn Your Referrals and make you glad that you referred your family and friends.
To Strive To Have The Courage to tell you what we think you need to hear and not only what you want to hear.
To Shepherd You with Discernment, educate you with truth, and coach you toward making solid and informed decisions.
Meet Your Legacy Planner
FOUNDER & PRESIDENT
Scott F. Goldman
Specializing in legacy planning with emphasis on tax advantaged wealth accumulation. My vision for our clients is based on what I call holistic or life planning where during the accumulation phase of life is to help our clients make smart decisions with their important money while keeping in mind that during the distribution phase of life "running out of money" is never an option. Ultimately, our goal is to competently pass inherited money to their loved ones in the most tax efficient manner possible. With over 30 years of experience, it is my belief that our firm brings to the table creative ideas with real workable solutions that can make a significant difference in our clients lives.
Registered Financial Consultant, RFC
Certified Funds Specialist, CFS
Certified Estate Planner CEP®
Certified Tax Specialist, CTS