Gameday Financial Services

Family Office Services helps manage the administration that accompanies wealth and spending – from tax planning, to budgeting and accounting, to coordinating of general financial services, to consulting and reviewing significant financial transactions. Services include:

 

• Personal bookkeeping and bill pay
• Family benefits support
• Account management

 

Legal Estate & Trust ensures that your family and financial legacy are secure for future generations. Our estate planning experts develop and implement strategies to transfer wealth to your loved ones, while reducing the tax impact. Services include:

 

• Estate, will and trust planning
• Business and real-estate acquisitions
• Gift tax planning

 

Asset Protection & Insurance Services help you and your family in the event of a financial emergency. Our insurance specialists assess appropriate life, disability, personal liability, and major asset insurance plans to find the best solution for your particular needs. As a part of this process, we also advise you on the liability protection benefits of restructuring your current assets.

 

Accounting & Reporting Services lessen daily financial tasks, such as tracking bills and reviewing expenses. Gameday Financial tracks your bills, payments and provides you with monthly reports.  Services include:

 

• Tax preparation / Multi-state returns
• Bookkeeping and bill pay
• Financial statement preparation
• Valuation services for both real-estate and business
• Business planning
• Personal / Business lending support