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Duggan & Massey provides a variety of services to answer
the unique needs of closely-held businesses and high net
worth individuals. Allow the professionals at Duggan & Massey
to be the experts that complete your business.
Strategic Financial Planning
Personal financial planning at Duggan & Massey involves reviewing your current financial situation and establishing objectives for your financial future that match your personal vision and objectives. The process we use is designed to meet the varied needs of our clients. In reviewing your financial future, we will address:
- Financial Independence
- Education Needs
- Insurance Analysis
- Cash Flow Analysis and Budgeting
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Using our Estate Tax Planning process in conjunction with our Income Tax Planning and Business Development Services, we will create a complete picture of your current and future financial well-being and develop strategies that will help facilitate the achievement of your visions and objectives—for now and for generations to come. |
Tax Planning & Preparation
Tax planning isn’t just an annual event! As trusted advisors for high net worth individuals, our people work with clients to ensure that every available tax-saving opportunity is explored. Our clients depend on our expertise in the area of income tax to help them adapt to the rapidly changing tax environment and increasingly sophisticated tax issues. We recognize the need to present innovative ideas for building and preserving wealth.
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Estate & Gift Tax Planning
Estate tax planning at Duggan & Massey involves reviewing each client’s current estate tax situation—including wills and trust documents—and developing an estate tax plan that will maximize the assets available for passing on to future generations. In this process, we consider:
- The needs of surviving spouses
- Charitable inclinations
- Insurance needs
- Protection of family businesses
- Use of trusts and/or family-limited partnerships, etc.
- Lifetime gifting
- Other estate tax minimization and asset protection strategies
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Using our Estate Tax Planning process in conjunction with our Income Tax Planning and Business Development Services, we create a complete picture of our client’s well-being and develop strategies that will help facilitate the client’s achievement of their visions and objectives—for now and for generations to come. |
Retirement Planning
It’s never too early to start planning for your retirement. In fact, planning for retirement should start as soon as you begin your first job. We want to help you make the most of your income. So we’ll show you how to maximize your tax savings, and your contributions to the retirement fund most appropriate for you, whether it is a ROTH IRA, Regular IRA, Educational IRA, 401(k) Plan, SEP IRA, Simple IRA, or any of the other qualified retirement planning vehicles.
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