FAMILY FINANCIAL OVERVIEW
- Clarify family values, goals and objectives
- Assemble consolidated financial statements
- Identify and triage immediate financial priorities
Our Services
DEVELOP A PLAN
- Define an ideal and acceptable lifestyle
- Identify sources of income
- Optimize spending and saving priorities
- Implement a financial strategy action plan
WEALTH AND INVESTMENT MANAGEMENT
- Executive summary portfolio review
- Customized portfolio solutions
- Third party investment management services
- Cash management services
LIABILITY MANAGEMENT
- Liability analysis and optimization
RETIREMENT PLANS AND COMPANY BENEFITS
- Retirement plan analysis and coordination
- Executive stock compensation strategies
- Managing and understanding corporate benefits
- Concentrated equity strategies
RETIREMENT INCOME PLANNING
- Design tax efficient streams of income
- Incorporate life cycle spending strategies
- Administer required minimum distributions
- Develop Social Security and Medicare planning strategies
INSURANCE AND ASSET PROTECTION
- Policy reviews and needs analysis
- Life and disability insurance
- Extended care planning
- Wealth replacement strategies
LEGACY PLANNING AND PHILANTHROPY
- Beneficiary and account titling review
- Estate and wealth transfer strategies
- Philanthropic and gifting techniques
ADVANCED PLANNING
- Business succession planning
- Intergenerational planning
- Life management services
- Education planning
COORDINATION WITH CPA AND ATTORNEY
- Collaborative meetings
- Open and proactive communication
- Legacy document and tax return reviews
- Tax control strategies
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”