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The Individuals Group

Strategically addressing wealth management, asset protection and other financial goals, the professionals in our Individuals Group provide a personal approach to your unique needs.

New! Check out our recent article on Roth IRA Conversions and our Roth IRA Conversion Questionnaire.

Estate Planning

  • Tax reduction strategies
  • Gifting
  • Charitable planning
  • Business valuation
  • Wealth transfer planning
     

Asset Protection

  • Trust selection and formation advice
  • Family limited partnerships
  • Insurance and retirement strategies
     

Tax Planning & Management

  • Financial forecasting and tax projections
  • Income and expense management
  • Multi-year strategies
  • Transaction advice and structure
     

Tax & Financial Consulting for Divorce

Tax Compliance

  • Fulfilling all governmental filing requirements in all 50 states

Financial Coaching

  • Saving for retirement
  • College funding
  • Providing for special needs children
  • Wealth accumulation goals
  • Executive compensation planning
     

Business Valuation

  • Asset management
  • Wealth transfer strategies
  • Business liquidity events
     

Litigation Support

  • Accounting arbitration
  • Merger and acquisition dispute resolution
  • Fraud detection
  • Computer forensics
  • Calculation of complex damages
     

Accounting Services

  • Organization of investments
  • Check writing
  • Payroll reporting
  • Record keeping
  • Family office services

Related Partner Bios: Kenneth B. Travis, Edward B. Creager, Jerri Hammer, Hunter Nibert, Janet M. Smith
Related Manager Bios: Diane Haselroth, Charlotte Weeks