Financial & Retirement Planning

New Horizons

There are always new horizons to contemplate and look out for, whether you’re planning for retirement, safeguarding the retirement you’ve built, or refocusing your assets in the face of life changes and new possibilities.

Geffen Mesher’s approach to financial and retirement planning mirrors what we do across the spectrum of our services: help clients mitigate risks, minimize exposure, and maximize the rewards that come from following a proactive plan.

Many of our clients have been with the firm for decades. We’ve seen them start their businesses, grow their companies in ways that bring in new resources and people, expand, merge, build to acquisition and more.

Changing as you Change

In many cases, when the original business owner steps away, we continue to support the business, and also continue to work with the owner in his or her new phase. The way we’ve structured our firm over time supports our ability to adjust as clients change, a fact that also reflects our insistence on hiring and maintaining skilled, experienced professionals who understand the importance of forming strong, lasting relationships.

Our financial planning and retirement services support wealth management, estate planning, retirement plan distributions and elections, personal financial statements, financial consultation and computations, and more.