Our unique financial planning process starts with a conversation centered around growing your future. It brings clarity to your finacial goals and why they are so important to you. It brings perspective to where you are today and where you would like to be. Beyond this impactful conversation our service is broken into three phases.
We create comprehensive writtten financial action plans. Your plan centers around your financial goals that we explore in depth in our initial conversation. The plan details actions that need to occure throughout the upcoming years to give you the highest probability of achieving your goals.
Following an asset allocation plan is created. We analyze all of your assets to determine if they are allocated in line to give you the highest probability of acheiving your financial goals. We also break down the tax exposure and risks asociated with those investments. Also, we make available to our clients an array of asset managers and strategies. Ranging from stock picking to traditional buy and hold strategic investing. We also make available alternative investment options ranging from real estate to private equity oportunities.
We prepare financial safety plans which analyzes your complete insurance position. Ensuring you understand what you have and what it means to your plan in case something happens to you or your loved ones. We also address your estate plan, whether that means a simple will or working with talented estate attorneys to create solutions for an array of situations.
Financial Safety and Estate Preparation
As a small business owner we can help provide you with financial solutions to help you and your employees retirement planning and tax liability. Group insurance or none? 401K or DB plan? What is the best answer for your small business?