For High Networth Individuals

Comprehensive Financial Planning Services | Retire Smart Consulting
We believe the foundation of achieving your personal financial goals is to take a holistic view of your financial situation so that no decision is made in a vacuum. 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. 
 

Financial Planning for Business Owners

INTRODUCTION 

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

Employee Benefits for Business Owners

INTRODUCTION 

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.  Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.  Many of the institutions of art, sciences and education ar

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Executive Compensation for Business Owners

In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level.  Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity. 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Education Planning

INTRODUCTION

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.

 

Women in Transition

INTRODUCTION 

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.