Managing the complex financial needs of affluent clients and their families requires a solid wealth plan. We lead our clients through this process by understanding their overall situation, customizing a comprehensive wealth plan, coordinating the independent team of specialists, and monitoring the plan on a scheduled basis.

Understanding:

We are committed to building deep relationships with our clients and their families. By learning about your past experiences, current financial situation and upcoming transitions, we can more efficiently tailor a plan around your future goals and objectives.

Wealth Plan:

Your customized Wealth Plan is designed to be a financial blueprint and may address the following areas:

  • Portfolio Analysis
  • Trust and Estate Planning
  • Tax Planning
  • Insurance Analysis

  • Cash Flow Analysis
  • Business Transactions
  • Retirement Planning
  • Education Planning

  • Liability Planning
  • Employee Benefits
  • Charitable Giving
  • Stock Option Strategies

Coordination:

Ensuring the entire team of experts is mutually informed enables your comprehensive plan to be more fully integrated. Whether you have an existing team or are in need of introductions to independent specialists, we can facilitate or participate in the coordination of that team.

Monitoring:

Regular reviews of your situation and strategies occur on a scheduled basis to ensure the plan continues to be updated in light of fundamental changes in your circumstances and the economy.

 

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