Estate, Retirement and Financial Planning

Financially, the goal of any business, business owner, employee, or individual is the creation, preservation, and maximization of wealth. However, without proper planning, one or all of those goals may not be met. At Blackburn May & Co., L.L.P. we provide comprehensive estate, retirement, and financial plans designed to minimize taxes and maximize wealth accumulation. Some of our estate, retirement, and financial planning services include:

• Personal financial plans
• Investment risk profiles
• Retirement plan consulting
• Succession plans
• Design and implementation of family limited partnerships
• Trust plans and asset protection strategies
• Life insurance evaluations