Determining your needs for financial planning services isn’t like reading a menu and selecting the items you’d like. If we did that, we’d be expecting you to choose from a menu that’s written in a different language! Instead, it’s on us to expertly determine which services will benefit you most throughout your financial journey.
Tell Us… Who Is Your Look-Alike?
Are You An Up And Coming Millionaire?
You have great wealth potential based on your career development and your long-term investing time horizon. You’re on the up and up. You’re honing in on your first home purchase, making plans to save for your children’s education, and building your empire. We’ll help you develop a plan, so you can free up more of your valuable time, and keep a razor-sharp focus on your wheelhouse.
Are You In The Midst Of A Challenging Transition?
You are in a period of great transition. Circumstances have changed in your life, and now is the time to seek sage advice and adept guidance. You may be navigating a divorce, dealing with the loss of a loved one, or have just received the proceeds from the sale of your business. Whatever the source of the windfall, we’ll help you take critical steps towards safeguarding your wealth and putting it to work for you.
Are You Entering The Pre-Retirement Zone?
Welcome to your critical savings years. Typically within five to ten years of your retirement, this is the time to begin identifying strategies for the distribution phase of your life. It’s a time in your life when your risk metric begins to shift. You’ve saved, you’ve invested, you have taken on reasonable risk to grow your assets, and now, it’s time to preserve what you have worked so hard for. We’ll help you safeguard your nest-egg while laying the framework that will allow you to live your best life in retirement.
Were You Able To Identify Your Client Look-Alike?
The truth is, regardless of which phase you are currently in, we always take the time to understand you and your whole financial picture. Working through our holistic process together, we can help optimize your financial situation by choosing the best-suited investment vehicles at the right time in your life.
We always take into account your future goals, your time horizon, retirement income requirements and the tax implications of financial decisions in our planning process. As a result, we are able to offer custom-tailored advice based on your unique situation. Depending on your needs, our wealth management consulting can include the following services:
- Retirement Income Planning
- Estate Plan Review
- College Education Planning
- Asset Preservation Planning
- Long-Term Care Planning
- Personal Net-Worth Evaluation
- Efficient Charitable Giving Strategies
- Life Transition Solutions
- Income Tax Reduction Planning/Strategies
- Legacy Planning
- And more!