Sterck Kulik O'Neill Information

Sterck Kulik O'Neill focuses on the financial factors that impact estate planning. This is our speciality. Of course, our team respects the legal artifacts which establish trusts, provide gifts, and allow the maximum transfer of assets to the next generation. We also appreciate the skills of Certified Financial Planners and other specialized professionals. Our program draws on experts in these disciplines to provide a comprehensive approach to asset management. Our goal is help clients assemble, preserve, and eventually distribute an estate which satisfies the financial and emotional needs of the client and their families. Sterck Kulik O'Neill Certified Public Accountants help individuals and families identify the best ways to preserve and to grow assets while ensuring the largest possible inheritance to beneficiaries. Once the retirement and estate plan is developed from a financial, asset protection perspective, an individual is ready to draft appropriate legal documents and to participate in investment review and allocation. Sterck Kulik O'Neill works with clients and their attorneys and financial planners to ensure proper execution of the retirement and estate plans.