Plan ahead to ensure your financial goals
and your life goals work together.
Financial Planning
We develop and execute a strategic road map for achieving short and long-term plans that reflect your values and help you achieve your overall goals. We work with you and your other professional advisors to ensure that all the various aspects of your plans are aligned. This goes beyond traditional financial planning to include estate planning, tax planning, and even better understanding healthcare and insurance options that are right for you.
Retirement planning
Our close relationship with you helps us pinpoint your retirement goals. Your desired lifestyle, gifting plans, and the legacy you want to leave behind all help inform the steps we take to prepare. We can revisit your plan as you enter new phases of life.
Tax planning
Properly developed tax-efficient strategies can have material effects on the long-term financial picture. We help you create and maintain the greatest amount of after-tax wealth by developing and executing tailored tax plans that may help minimize current and future income, gift, and estate taxes.
Trust and Estate planning
We work alongside you and your estate planning attorney to develop a comprehensive plan. Our team will educate you on the different types of trusts that may be a fit for your goals, and we will help implement a tax-efficient approach that reflects your long-term wishes and values.
Charitable giving
Using your wealth to support organizations you care about can be both rewarding and serve as a complement to your financial plan. We assist in creating a charitable giving strategy that aligns with your convictions while helping to minimize taxes and accomplish your financial objectives.
Equity compensation
We provide insights and guidance on strategies for equity compensation, including tax consideration and timing, balancing financial risk and controlling exposure to employer stock, and working alongside your tax professional to implement your plan in an efficient manner.
Marriage
You’re joining forces, joining dreams, joining expenses. What’s your shared vision?
Home
You’re making what could be the largest purchase of your lifetime. Is it the smart move?
Children
You know that it’s not just about you anymore. How will you pursue your dreams and ensure their security?
College
Your children’s tuition costs continue to outpace inflation. Planning ahead gives you financial flexibility and your future graduate more options to consider.
Inheritance
Loss of a loved one may also bring inherited wealth. How do these assets fit in with your long-term plan?
Philanthropy
How should you distribute assets to the causes you care most about?
Retirement
You’re ready to retire. When, how, and what does life after your career look like?
Long-term care planning
Our average lifespan is lengthening. Are you prepared for the health care you and your family will need?
Legacy
What mark will you leave behind?
If you’d like to learn more about the Reynders, McVeigh experience, please feel free to reach out to us.
© Reynders, McVeigh Capital Management
10 Post Office Square, Suite N1010
Boston, MA 02109
Phone: 617.226.9999
Fax: 617.226.9998
Important disclosures. Financial plans are not considered part of Reynders, McVeigh's investment advisory services under its investment advisory agreement. We generally provide financial planning services to retail investor clients who meet and maintain the minimum investment requirement for separately managed accounts. Financial plans at Reynders, McVeigh are a “point in time” service and, as a general matter, are not reviewed or updated after the plans are provided to clients. We are happy to revisit plans at a client's request.
Reynders, McVeigh does not provide legal or tax advice. We advise you to consult an attorney or professional in the tax, insurance, or mortgage professions regarding your specific situation before making any decision based on the financial planning services that we provide to you.