Investing and planning for your financial future can be complex and confusing with ever changing tax laws, market uncertainty, and the unknowns of life. Now imagine creating a road map to address those concerns, with a goal of providing a secure financial future focused on maximizing family value, minimizing taxes, and increase charitable giving.
Whether you’re building your nest egg, preparing for retirement, or preserving your estate for you and your family, we can help you. Our trusted advisors work with retirees, trustees, business owners, and new investors.
Personal Financial Services
Personal financial planning is a smart move for you, regardless of age.
Statistics show that 47% of Americans—almost half—say they would like an Estate Plan, but simply haven’t gotten around to doing it yet.
Also, 88% of Americans said they believe that for someone to pass away without an Estate Plan seems inconsiderate and even irresponsible.
Family Wealth Design
®
We believe true wealth is created on purpose, and that it's more than just the accumulation of assets. We want to take time to listen and help you strategically align your wealth with your values, for the primary purpose of enhancing your life experiences and building your lasting legacy.
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Most investment firms will start with step 1 and help you to get an assessment of where you are, but then they move you quickly on the straight path to investment management based on your current circumstances.
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We believe there's a higher way to not only manage investments, but also gaining a deep understanding of where you are and where you really desire to go.
When you choose to take the higher way of Family Wealth Design®, we'll discuss your concerns and long-term needs, hidden dreams, and legacy planning. We'll show you various scenarios to ensure you have a clear path to move forward comfortably, and then help you craft a wealth plan to take action. This includes investments, but also advice to help you achieve financial dreams, grow and protect your estate, minimize taxes, and optimize giving. We will help you build a true legacy that goes beyond you.
More about our steps
STEP 1
The first phase of our planning process is to help organize your finances. We'll identify and assess all the pieces in your financial picture then deliver a detailed report to you.
STEP 2
After the assessment, we perform a gap analysis to determine if you are able to achieve your goals with your current income, assets and investments.
Our gap analysis will identify potential areas of concern that may prevent you from achieving your financial goals.
STEP 3
The solution phase is where the value of planning magic happens.
We'll identify the pathways that will increase your likelihood of achieving your financial goals, and collaborate with your attorney, CPA, and trust officer for the best solutions. This becomes your personal Family Wealth Design.
STEP 4
Plan implementation is a critical part of your success. Your personal Family Wealth Design® plan includes a set of recommendations that will need to be implemented by your professional team of advisors.
We'll help you implement your plan and continue to collaborate with your professional tax, legal and trust advisors to help ensure full implementation of your financial plan.
