Managing The Process
Topel Forman employs a planned approach to provide clients with a fully integrated wealth management system. Our firm works with certified financial planners, attorneys, and investment advisors to afford clients a comprehensive and balanced approach to growth and protection of wealth.
Our professional staff has the knowledge and experience in critical financial areas such as retirement programs, corporate benefits, estate planning, and charitable giving. They work diligently to create a sound, customized, and personal plan to address the financial needs of clients now, and in the future.
Topel Forman’s ongoing review process keeps the system current and effective, and is at the heart of our wealth management service.
- Income Tax Planning
- Tax Consulting
- Estate Planning & Charitable Giving
- Financial Planning
- Equity-based Compensation Planning
- Retirement Planning