Estate & Financial Planning

When you consider the variety of financial goals you have in a lifetime, it sure makes sense to have a comprehensive, flexible plan to achieve them. In short, you need a plan that matures with you. Our certified Personal Financial Specialists, along with a team of professional CPAs, will provide qualified advice at every step. Investment strategies, education funding, retirement plans and estate distributions are among the life issues we’ll face, plan, and achieve together.

Depending on your circumstances and aspirations, there are a number of services from which to choose. Retirement planning evaluates your current and future situation and determines investment and saving strategies. For business owners, succession planning is a necessity to plan for future business transitions. Estate plan design and implementation plans deal with wealth distribution. And finally, tax strategies take into consideration all of these elements to maximize your financial position.

Dave Gaino leads our estate and financial planning team. Contact him at dgaino@applegrowth.com to start your own personal plan.