Guidance Solutions

We will guide you in:

• The development of long-term planning strategies as a result of retirement or disability, death or inheritance, or sale of capital assets. We have distinguished ourselves by providing definite and thorough planning for the long-term, rather than vague, quick-fix suggestions.
• Financial planning; either singularly or with other disciplines (attorneys, trust officers, insurance agents and investment counselor). Any change in your lifestyle or relationships can trigger the need for professional advice in order to rearrange your financial affairs.

B&A provides tax and financial planning, estate planning, retirement planning, gifting and wealth planning assistance to many individuals. These individuals include young, working couples; individuals in mid-life building their careers, wealth and planning for retirement; and retired couples focused on gifting and estate planning. Many, but not all, of these individuals are the owners or former owners of businesses. They also rely on B&A's solutions for success.

Investment Solutions Services