Wealth Planning

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 though 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.

Financial Planning

  • Adequacy of savings
  • Goal planning
  • Risk and return tolerances

Retirement Planning

  • Are you ready?
  • Social Security analysis
  • Income needs

Estate Planning

  • Trust document review
  • Gifting / Philanthropy Planning
  • Estate Tax strategies

Get Started Now.

Contact us today to learn more.

Contact Us

We offer a variety of planning advice for...

Wealth philosophy graph

Planning Process

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.

Discovery

  • Goals and concerns Income needs
  • Charitable inclinations
  • Assets and liabilities
  • Insurance

Plan Design

  • Your CFP® and CFA work together to analyze the data
  • Customized written financial plan created
  • Make recommendations based on plan

Implementation

  • Set expectations and define responsibilities
  • Prioritize implementation steps
  • Define timetable
  • Begin implementation

Monitoring

  • CFA actively manages investment portfolio
  • CFP® oversees and updates plan implementation schedule
  • Ongoing client annual reviews

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If you prefer, call us now at 877.908.7878.
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