Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, Markovitz Dugan & Associates (MD&A) can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Estate & Trust Planning

Effective estate and trust planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse/family, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. MD&A can guide you through the complex process of getting your financial affairs in order.