Your financial future is just that: yours. We will assist with a wide array of financial planning and wealth management issues to help you plan for your future.
It all begins with Retirement Analysis, so we can get a clear picture of your current financial situation, your vision of retirement, and what you want to accomplish along the way — education planning, home purchases, and more. We begin with a detailed conversation about you and your desires. From there, our asset managers perform our proprietary retirement analysis, which gives you a clear picture of how your cash flow needs will be met and how your assets will play out over the course of your life.
Our proprietary legacy trust strategy allows you to provide financial security for generations of heirs. The team approach taps into the expertise of all the different planning disciplines to ensure your estate is passed along as you wish while minimizing tax liability and government interference.
We proactively work with you and your CPA to provide tax savings for not only your investment portfolio but also your entire financial outlook.
Planning for your future includes considering all of the variables that come with life. We analyze your finances to see how much can be dedicated to life, disability, and long-term care Insurance and help you obtain the appropriate policies and coverages.
Chief Financial Officers aren’t just for businesses.
When you think about it, your family functions very much like a business, and we want to be your family’s CFO. Our goal is total asset management: to ensure your assets are in alignment with your cash flow requirements, both now and in the future. We focus on providing income tax oversight, review of your debt and strategies for restructuring (if necessary), strategies for philanthropic giving, long-term investment leadership, and other functions to improve the efficiency of the family business.