You’re Unique. Your Financial Plan is, Too.
Get to Know You
Our process begins with gaining a complete understanding of every area of your life that your wealth touches. We seek to understand your risk tolerance, liquidity preferences, cash flow needs, business succession plans, financial goals and concerns. Beyond the numbers, we want to understand what is going on in your life…what matters most to you.
Analyze Your Financial Needs, Desires and Obligations
You may have a complex financial life, and you may feel anxious about what you don’t know. Can your lifestyle be sustained? Are you making the most of your assets? Are the people you care about protected? We bring all of this and more into focus so that you can make informed, wise financial decisions.
Review Your Insurance, Contract Negotiations, Employment Offerings, Transactions and Mortgages
To give you experienced advice, we evaluate their cost, cash flows, tax effects, long-term benefits and alternatives.
Tax Planning and Return Preparation
Our tax experts will integrate sophisticated tax planning into your overall financial plan and investment alternatives. We continually review your tax projections and provide federal and state tax preparation for individuals and their related entities.
We Dive Deep and Go Wide.
Enhance Your Family Governance
At EMM, we have decades of experience helping multi-generational families with complex family matters improve their financial communication and decision-making.
Shape Your Legacy
What are you goals, passions and values? What impact do you want to have on your family, your community? We will help you shape and pass on your legacy using a number of tried and true strategies, including family councils, family meetings and, of course, your philanthropic giving.
Create Estate, Trust and Gift Strategies
Based on your desire to transfer wealth to your family and the causes you hold dear, we work closely with your attorneys and accountants to design and implement specific estate and gifting strategies.