McQueen, Ball & Associates is committed to helping clients achieve their long term financial goals. We work closely with each client to develop a strategic approach to financial and estate planning, income tax, and investment management.

Each client’s situation is unique and the level of support, consulting, or analysis provided is tailored to the client’s individual needs. The service may range from a comprehensive written plan to ad hoc review of day to day issues as they arise. Our client service representatives and financial planners stand ready to provide knowledgeable and thoughtful advice on a wide range of financial issues. The cost of our financial planning service is included in our asset management fee so that clients are encouraged to draw on our expertise and perspective.

Some areas that are of interest to our clients include the following:

• Retirement planning including qualified and non qualified pension analysis, rollovers, deferred compensation, and future income and cash flow planning.
• Stock option and restricted stock strategies.
• Basic and sophisticated estate planning including wills, trusts, Generation Skipping, zero gift GRATs, disclaimers, and family investment partnerships
• Education planning including 529 plans
• State tax residence planning
• Life insurance issues