Lau Associates’ financial, estate, and tax planning services help you organize and manage wealth in order to both enrich and simplify your life.
We start by asking a lot of questions, such as:
- What is important to you?
- What do you worry about?
- What is happening in your life?
- What do you want your legacy to be?
We will ask you to “bring your life in with you” when you meet with us. Our highly experienced team of Certified Financial Planners (CFP®) and tax and estate planning experts will evaluate and discuss your current situation.
We’ll offer to do a thorough review of all relevant documents, including:
- Current tax returns
- Investment account statements
- Qualified and non-qualified option awards
- Estate planning documents
- Trust documents
- Historical and expected future cash flow
- Insurance policies
The result is not a report, but a conversation.
Our goal is to work efficiently through the planning process with you and your advisors. We want to ensure complete transparency and objectivity as we help you design a plan that you can use as a blueprint for your life and legacy.
Then we help you get it done.
You will have the opportunity to collaborate with our full team of experts – not an administrator or salesperson. We will periodically review your plan with you, using real-time information from your investment portfolios and our knowledge of changes in your life and family.
Please Note: The scope of any financial planning, tax and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.