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It asks a lot. It delivers more.
As our clients’ Most Trusted Advisor we are responsible for the coordination of tax, legal, investment, insurance, real estate and employee benefit solutions necessary in providing the financial security they deserve. Our proven wealth planning process melds client goals, experiences, fears, dreams, likes, and dislikes with quantifiable fact to build a customized plan of long-term success.
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Click here to view our Financial Planning presentation.
1. Acquaintance
In this initial meeting, we ask you to tell us in detail about your financial life. Your goals and lifestyle. Risks and opportunities you foresee. We’ll want to understand your personal characteristics - your strengths and your experiences, as well as areas in which we can support you. We’ll also guide you through the documentation gathering process necessary to continue the planning process.
2. Discovery
Our learning continues as you provide the materials requested in the previous meeting. More questions, more discussion, and a deeper understanding of your resources and how we can begin to bridge them to your goals.
3. Validation
We present a detailed review of all the background information you provided us, so that you can validate its accuracy. This ensures a clear understanding of the assumptions we will use to move forward. Although this is a recap of information from our clients, it’s often an eye-opening experience for them.
4. Strategy
In this work session, we outline a strategy for helping you to achieve your financial goals. No delving into specific investment vehicles yet - just a focused look at a plan to help you get to where you want to be.
5. Recommendations and Execution
At last, we discuss specific recommendations for investment and other solutions and begin implementing them. We take full responsibility for the execution and follow through of our solutions.
6. Measure, Manage, and Report via “One Source” Planning Center
Once your plan is in place, our service to you has just begun. We will continue to meet regularly, at your convenience, to review our progress, evaluate your current financial situation, discuss prevailing economic and market conditions, and consider any necessary adjustments. Our accessibility to your ongoing needs is only achieved by our focus on our select client base.
Advisory Services to include:
• Estate Planning
Planning for the most tax efficient and well-managed transfer of wealth from generation to generation.
• Retirement Planning
Identifying how and when you can reap the benefits of years of hard work, without outliving your resources.
• Business Succession Planning
How to tax-efficiently and smoothly transfer ownership of your business, either to a family member or non-family member.
• Tax Deferral, Reduction, and Elimination
Analysis and feasibility of various tax advantaged strategies to help defer, reduce, or eliminate taxes resulting from highly appreciated asset sales.
• Asset Protection
Trust-based strategies designed to protect business and family assets from potential divorce or litigation.
• Investment Management
Grow, manage, and preserve investment portfolios using world class expertise as part of your comprehensive wealth plan.
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