We bring context to your overall wealth accumulation strategies.
We are a comprehensive firm that takes a holistic approach to the way we work with our clients. We understand tax mitigation, estate planning, investments, and insurance and carefully develop plans with the goal of helping our clients coordinate their entire picture so all of these pieces work together more efficiently.
As a high-net-worth individual who is busy in your personal and financial life, there’s a good chance that you may feel too busy to take full control of your financial affairs. To navigate complicated and dynamic regulations including convoluted tax codes, you may have assembled teams of estate attorneys, investment managers, and accountants. Yet even if each professional is talented in his or her own right, the critical task of making sure that all of these moving parts work together most effectively is daunting and complex, and often falls on you.
We act as your financial quarterback – the coordinator of your advanced planning team. We strive to be a resource center that provides you with access to some of the most experienced professionals around the country who can provide insight and recommendations in their respective fields specifically related to your situation.
When we engage with our clients through our advanced planning process, we look for potential “financial blind spots” in the following areas: Estate Planning, Advanced Tax Planning, Asset Protection, Personal Life/Disability Insurance, Charitable Planning, Risk Management, Business Succession, Dynastic/Generational Planning, Retirement Plan Design, Retirement Income Strategies, and Educational Planning.
We approach financial planning with a step-by-step process to develop a personalized plan to be viewed from every actionable angle.
Our process begins with a simple conversation about your goals, objectives and concerns. From there, we begin analyzing your past and current financial situations to gain a better understanding of where you stand and what it will take to reach your goals.
From the results of our analysis, we design a customized proposal that summarizes the challenges, concerns and issues you shared with us initially and those we discovered through our review of your documentation. The plan also outlines our recommended solutions and quantifies the projected benefits, costs, timelines and critical paths for each strategy.
After you decide you want to move forward with us as your financial planners, we begin to coordinate with our network of industry professionals and your advisory team to help ensure timely implementation of your personalized plan.
Each custom strategy we recommend will have its own set of ongoing management requirements. A critical component of our process – we work toward managing your plan into the future by setting a checkpoint schedule to keep you and your advisory team up-to-date and on the same page.