Orley is compassionate and fantastic at what he does. He handled my delicate family situation with…read moregrace and understanding, all while I was going through tough times. If you get a chance to work with Orley, you will be impressed.

From the owner: Fiduciary Financial Planning…read moreFinancial Planning Process Financial Statements Cash Flow Management Financing Strategies Economic Concepts Time Value Of Money Client & Planner Attitudes Principles of Communication and Counseling Debt Management Education Planning Education Needs Analysis Education Savings Vehicles Gift/Income Tax Strategies Risk Management and Insurance Planning Evaluation of Risk Exposures Disability Income Insurance Long‐Term Care insurance Annuities Business uses of insurance Investment Planning Taxation of Investments Investment Risk Asset Allocation Portfolio Diversification Bond and Stock Valuation Investment Strategies Alternative Investments Tax Planning Tax Laws Income Tax (PERSONAL) Income Tax (BUSINESS) Income Tax (Trusts) Income Tax (ESTATES) Alternative minimum tax (AMT) Tax Reduction/Management Techniques Tax consequences of property transactions Charitable/philanthropic contributions and deductions Qualified Charitable Distribution (QCD) Retirement Income and Distribution Strategies Social Security and Medicare Types of Retirement Plans Qualified Plans Other tax-advantaged retirement plans Key Factors Affecting Plan Selection For Businesses Distribution Rules and Taxation Business Succession Planning Intra-Family And Other Business Transfer Techniques Estate Planning Strategies to Transfer Property Gift and Estate Tax Calculations Estate Liquidity Types, Features, and Taxation of Trusts Marital Deductions Postmortem Estate Planning Techn