Individual Consulting Services

The business advisors of Clothier & Head are skilled specialists who know the unique challenges individuals and families face regarding their financial affairs. We listen to you in order to truly understand your needs. From personal financial planning and retirement planning, to litigation support and estate planning, we help you take actions to make your financial lives less complex.

With more than three decades of experience helping clients achieve their goals, Clothier & Head’s knowledgeable consultants work with you to assess your goals and develop strategies no matter how complex your financial picture may be.

Services include:

  • Retirement Planning
  • Estate Planning
  • Gift Tax Planning
  • Merger and Acquisition Planning
  • Representation During Tax Audits and Appeals
  • Succession/Exit Planning
  • Education Funding
  • Compensation, Stock Options & Fringe Benefit Consulting

Our Team