We all lead unique lives and have different needs and goals. Our planning services are customized and personalized to incorporate you and your family's desires.
We have decades of experience guiding families through multiple generations of wealth creation, accumulation, preservation, and generational transition. As a fiduciary, with your interest first and foremost, we provide significant in-house expertise to service assets of all types, from commercial and rental real estate to family businesses to marketable securities.
The plan serves as a foundation for a long term relationship to drive pragmatic discussions to attain investment returns, tax efficiency, long-term care, and effective wealth transition. With direct access to a CERTIFIED FINANCIAL PLANNER™ supported by a team of investment, real estate, and trust professionals, we will guide you through the steps with simple, easy-to-follow instructions. Most plans start simple and with iterations provide more and more value.
- Adequacy of savings
- Goal planning
- Risk and return tolerances
- Are you ready?
- Social Security analysis
- Income needs
- Trust document review
- Gifting / Philanthropy Planning
- Estate Tax strategies
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We understand the purpose of your wealth is to support your health, your loved ones, and your legacy. As life progresses, financial planning cedes to retirement planning which in turn cedes to estate planning. Maximizing the use of your wealth for the purposes that are dear to you requires careful planning. Our expertise as corporate trustees allows us to provide the care, financial prowess, and estate tax expertise needed to guide this process.
Your wealth, health and relationships are interrelated when it comes to your financial success. We believe that proactive life stage planning—taking into account how these three areas are correlated—increases your probability of success in preserving and growing your wealth so that you can live the lifestyle that you deserve.
Together, we will build a plan to obtain your goals. Our process will take you through several steps which successively build upon each other. The plan is updated regularly to incorporate changing goals and prioritizes actions based on your needs. Success is difficult without a plan against which to measure results. The process will create the guideposts that will ensure attainment of your goals. Investment returns, asset allocation, and risk tolerance are matched to increase the probability of success.
- Goals and concerns Income needs
- Charitable inclinations
- Assets and liabilities
- Your CFP® and CFA work together to analyze the data
- Customized written financial plan created
- Make recommendations based on plan
- Set expectations and define responsibilities
- Prioritize implementation steps
- Define timetable
- Begin implementation
- CFA actively manages investment portfolio
- CFP® oversees and updates plan implementation schedule
- Ongoing client annual reviews
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Please complete the form below and one of our representatives will contact you to discuss your needs.