Willow Creek Financial Services can assist you with a variety of special financial services including:
Real Estate Consulting
We can analyze ownership and financing options involving your primary residence, a vacation home, or investment properties in conjunction with your financial plan and overall investment goals.
Business Planning
We can provide recommendations on cash flow management, financing alternatives, creation of a retirement plan and succession planning for your small business, professional corporation or sole proprietorship.
Stock Option Analysis
We can provide clarity about the rules and best timing to exercise stock options including the tax ramifications and subsequent reinvestment choices.
Estate Planning
We can integrate your estate plan with your financial plan to protect your loved ones after you are gone. We will work with your attorney to ensure your plans are properly established and periodically reviewed as your financial and family circumstances change.
Socially Responsible (SRI) & Green Investing
We consider your political, religious and moral concerns carefully when crafting your portfolio. We can suggest several effective options for SRI and "green" investing for all or part of your portfolio.
Divorce Planning
We can assist our clients and their attorneys during a divorce to ensure financial needs are met during the often difficult divorce process.
Elder Care
Aging parents create difficulties for many families. We can help you make the best, most compassionate decisions regarding your parents real estate and investment assets when they can no longer decide for themselves.