Financial Planning & Wealth Preservation

Meet your personal financial goals and make your money last.

Plan ahead and take control of your wealth.

Wealth preservation can be complex, but planning makes it infinitely simpler. From tax minimization to retirement planning, business continuity, and beyond, you need a strategy for achieving your long-term financial goals.

At Coker James, we build plans that preserve wealth and position your family for long-term prosperity.

When it’s time for wealth and estate planning, it’s time to partner with experts in taxation, retirement plans, business succession, and insurance. Our team can help you achieve today’s financial goals while preserving your wealth for future generations.

Our services help you organize and secure your financial life.

  • Plan for your family’s lifetime financial security
  • Account for and control all of your assets
  • Minimize income and estate taxes
  • Establish family asset transfers
  • Create charitable giving programs
  • Consolidate estate plans with business and personal financial plans

Comprehensive estate planning includes all of your financial life.

Your estate plan has many facets. For this reason, our service covers all your personal and business financial priorities – so you’re left with zero areas of uncertainty.

Concierge services for high-net-worth families.

As your wealth increases, managing it can become complex. Our family office services provide you with comprehensive planning and ongoing financial management.

Planning does not end when documents are signed.

At Coker James, we work continuously with owners, their families, and advisory teams to implement and monitor your plan while satisfying all reporting requirements.


A complete suite of financial planning and wealth preservation services

  • Retirement plan distributions and beneficiary selection
  • Cash flow planning and projections
  • Employee Stock Ownership Plans (ESOPs)
  • Family Partnerships
  • Living Trusts
  • Life insurance and irrevocable life insurance trusts
  • Long-term care insurance
  • Qualified Subchapter S Corporation Trusts
  • Charitable Remainder Trusts
  • Private Foundations
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts

Family office services include all of these benefits

  • Bill pay service to reduce daily financial duties
  • Record keeping for all expenses and investments to save you time each month
  • Planning and budgeting to keep you on track to meet financial goals
  • Management of household services, like maintenance, landscaping, and home repairs
  • Oversight of special projects, such as elder care, so you can focus on business and family
  • Expense monitoring to preserve your wealth for investments, charitable giving, or retirement

Put your wealth and your family on the firmest possible footing.