Financial Planning Services
Story Street provides integrated financial planning services to handle the time-consuming complexities of investment, tax and estate planning for clients. We also work with our entrepreneur clients on financial and planning matters relating to their privately held businesses.
Tax Planning
Story Street works with clients individually or in conjunction with tax professionals to provide ongoing tax planning and analysis. Investment strategies are developed with the goal of maximizing "after–tax" returns and investment opportunities are evaluated on this basis. We also work with clients to prepare for significant tax events in advance – such as the sale of a business – in order to minimize taxes as much as possible.
Estate Planning
Story Street works with clients to develop strategies and plans for tax-efficient gifts, wealth transfers to heirs and charitable donations during their lives and through their estates.
Many of our new clients have yet to develop overall trust and estate plans consistent with their wealth or have not updated older estate plans. We work with clients to develop their estate plans and make sure they are properly documented.
Business Advisory Services
Story Street's clients often have substantial assets related to a closely held business. We work with clients in various ways to coordinate overall financial planning in conjunction with long-term business planning.