If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up anew sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in… Continue reading 10 Years and Counting: Points to Consider as You Approach Retirement
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Asset Protection in Estate Planning
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property… Continue reading Asset Protection in Estate Planning
How Grandparents Can Help Grandchildren with College Costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades.Helping to pay for a grandchild’s college education… Continue reading How Grandparents Can Help Grandchildren with College Costs
Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to?If you leave your job (voluntarily or involuntarily), you’ll be entitled to a distribution of your vested balance. Your vested balance always includes… Continue reading Changing Jobs? Know Your 401(k) Options
Aaron Gilman
Services
Individual, Family & Small Business Planning Your financial life is made up of many moving parts. The more parts, the more complicated it gets. We know from experience the complexities involved. For example, transitioning to retirement income; planning for the security of your loved ones; or preparing business exit and succession strategies. Our experience and… Continue reading Services
Process
1) Discovery The first step simply involves talking. It’s an open conversation and most of what we’ll talk about is you and your family. Where you are in your financial life and where you want to be. 2) Analysis Financial planning is as much about your personality as it is as about your money. Taking… Continue reading Process
Philosophy
Plant. Grow. Enjoy. Three simple words define our mission. Planting begins with a sound strategy to grow your wealth over time, so when the time comes, you have the financial security to enjoy the life in retirement you’ve been dreaming of. Professional. Accessible. Personal. As your fiduciary, we’re responsible for your money. It’s a responsibility… Continue reading Philosophy
Team
BNY Mellon/Pershing Trust Services In addition to serving as our primary account custodian BNY Mellon/Pershing offers access to a sophisticated suite of services catered to high net-worth and private banking clients, including access to trustee services from a number of the most highly regarded trust companies in the nation, various lending solutions, including traditional margin… Continue reading Team
About Us
“Our mission Is to create clear financial plans, produce sustainable retirement income, and manage investment risk so you can sleep better at night.” –Richard Hitchcock, Founder & CEO Beginning with a Simple Idea: Adding Value to the Client Experience. You make decisions about money every day of your life. Our job is to help you… Continue reading About Us