The 3 Wealth Management Issues
This is a blueprint we use to provide ongoing financial planning advice for our clients.
Financial Management
- Budgeting and Cash Flow analysis
- Portfolio Management
- Tax Efficiency and Minimization
- Risk Management and Insurance
Career Management
- Benefit Plans
- Stock Incentives & Deferred Compensation
- Employee agreements
- Career transition & Retirement planning
Legacy Planning
- Estate Planning
- Gifting
- Philanthropy
The 6-Month Financial Checkup
This is a good way to test drive our services while considering our firm.
Designed for Corporate Executives
- Better suited for those in pre-retirement.
- A six month fee for service engagement.
- There is no investment commitment.
Develop Your Plan
- Listen to your goals and evaluate your financial data.
- Develop a comprehensive strategy.
- Present analysis on your own personal planning website.
Meetings and Communication
- One initial setup meeting on your website.
- Two financial planning meetings.
- Unlimited email and phone access.
Our Investment Approach
We follow a disciplined strategy that relies on facts and logic. The Core – is a globally diversified cost effective portfolio based on your investment objective. The Bucket – strategy uses multiple investment accounts to help buffer the effects of market volatility based on cash flow needs.
