Wealth Management & Financial Planning
Our process begins with getting to know you and your GOALS. We will quantify your current situation, help you identify what you are doing well and what areas need to be improved, developed or changed.
Next, we will help you prioritize your goals and identify alternative courses of action.
We will then create an implementation checklist and help you check off your financial to-do list.
We will continue to re-evaluate and revise your plan as your personal circumstances change and/or as economic conditions change
LOCAL, NATIONAL & INTERNATIONAL
We serve our local, national and international clients through in-person, phone and web-based meetings. We understand questions come up more frequently in the evenings and on weekends. Every client is given our cell phone numbers. We'll be there when you need us.
Comprehensive financial planning and Wealth Management is a high level service that combines financial and investment advice, education planning, tax planning, retirement planning and estate planning.
Rather than trying to integrate "pieces" of your financial life, we take a holistic approach. We act as your primary advisor and we will help coordinate the advice from your attorney, accountants and other professional advisors so that every aspect of your plan is integrated.
We work as a team. We are consultative and meet with you without any presupposition about what financial products or services are appropriate. Our primary objectives are to understand you and find out what's important and why. We then bring the appropriate experts, products and services.
In short, our job is to get to know you and then help you achieve your goals in a way the works for you.
*Costs vary depending upon complexity and time spent. Minimum $2,500.
PROJECT BASED PLANNING
Sometimes you just need a help with a specific goal or would like some guidance so you can move forward on your own. Whether it's to get confirmation that you are doing the right things or have a specific question, we're always happy to help you when you are at a crossroad.
You can engage us on a short-term basis then run with our ideas. This is an hourly rate engagement and you decide when and how to work with us.
Some common projects include:
Pension Maximization strategy
Social Security claiming strategy
2nd opinion on investment
Major purchase strategy
Retirement Income plans
Retirement accumulation strategy
Beneficiary claim strategy
*Cost: $225/hour (advisor)