Financial Planning and Advice
At Peapack Private, we believe clients can best realize their goals through the creation of a complete and comprehensive financial plan. Our approach incorporates a thorough analysis of a client's situation and the development of strategies and solutions tailored to meet their objectives. Our plans address topics like cash flow projections, retirement, investment, risk, income taxes and estate planning issues.
managing your Wealth
- Investing
- Cash Flow Analysis
- Tax Planning, Strategies, Projections and Filings
- Liability Management
- Education Planning and 529 Plans
- Retirement Planning
- Charitable Giving Strategies
- Life Event Planning
- Executive Compensation Strategies (Deferred Compensation, Stock Options, Restricted Stock Units)
- Qualified Retirement Plan Strategies
- Efficient Lending Strategies
Protecting and Transitioning Your Wealth
- Trust and Estate Planning
- Business Succession Issues
- Risk Management Analysis
- Titling of Assets
- Wills, POAs and Health Care Directives
- Tax-Efficient Wealth Protection and Distribution
- Legacy Charitable and Philanthropic Planning