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Charitable Giving

This is the area of financial planning where we see the greatest variation in our clients’ desires.  Charitable giving is very important to some of our clients, somewhat important to others and not important at all to some.  No matter where you are on the spectrum of charitable giving, we can provide advice on the full range of opportunities available to you, including sophisticated strategies with significant income tax benefits. 


If charitable giving is one of your core values, it would be a privilege to help you make a meaningful difference in the causes that you care most about, either during your life or at your passing. 


We are also actively involved in the education of the next generation of young adults on financial topics, and our clients frequently request that we incorporate the concept of save/spend/share into our conversations with their children. 

More Services:  > Education Planning

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