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The Individuals Group
Strategically addressing wealth management, asset protection and other financial goals, the professionals in our Individuals Group provide a personal approach to your unique needs.
Estate Planning
- Tax reduction strategies
- Gifting
- Charitable planning
- Business valuation
- Wealth transfer planning
Asset Protection
- Trust selection and formation advice
- Family Limited partnerships
- Insurance and retirement strategies
Tax Planning & Management
- Financial forecasting and tax projections
- Income and expense management
- Multi year strategies
- Transaction advice and structure
Tax & Financial Consulting for Divorce
- Collaborative negotiations
- Financial modeling
- Tax forecasting
Financial Coaching
- Saving for retirement
- College funding
- Providing for special needs children
- Wealth accumulation goals
- Executive compensation planning
Tax Compliance
- Fulfill all governmental filing requirements in all 50 states
Business Valuation
- Asset management
- Wealth transfer strategies
- Business liquidity events
Litigation Support
- Accounting Arbitration
- Merger and acquisition dispute resolution
- Fraud Detection
- Computer Forensics
- Calculation of Complex Damages
Accounting Services
- Organization of investments
- Check writing
- Payroll reporting
- Record keeping
- Family office services
Partners in the Individuals Group
Kenneth B. Travis
Edward B. Creager
Hunter Nibert
Janet M. Smith
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