Concierge Services

Our Services Investment Planning and Management Retirement Planning Tax-efficient Investment Consulting Insurance Planning and Placement Lending Advisory and Placement Charitable Giving and Philanthropy Education Planning and Funding Concierge Services Client/family First Approach Backed by Your Values Objectivity Integrated Experience Unified Technology and Platform

Do you require assistance with something that you don’t see on our service listing? Through our affiliation with Baker Tilly, we can handle anything you need, whether administrative or financial. The list below includes just a sampling of the concierge services we offer.

  • Budget analysis
  • Tax planning/compliance
  • Recordkeeping
  • Bull pays
  • Income collection
  • Bank reconciliation
  • Cash flow analysis
  • Insurance coverage
  • Medical claims
  • Major acquisition
  • Mortgage selection
  • Payroll