You have accrued considerable wealth and, with your success, created a legacy that will live on after you are gone. Legacy creation is both a privilege and a responsibility and we will serve as trusted partners to provide guidance in navigating through these highly nuanced decisions.
DESIGNING YOUR LEGACY.
We are proud that our clients turn to us for guidance in creating a comprehensive legacy plan and take the time to understand their wishes and consider details including:
Managing your wealth in your lifetime and beyond
Optimizing tax efficiency including estate tax
Coordinating with legal and tax advisors
Understanding your family’s core values
Ensuring appropriate portfolio diversification
Reviewing and refining your retirement investment strategy
OUR APPROACH
1. Call Us We will schedule a complimentary consultation to learn more about your financial picture.
2. Complimentary Consultation In our initial consultation, we will walk you through our services and take time to understand your unique circumstances, risk tolerance and any goals or concerns you may have.
3. Discovery & Strategy We will ask you for information to help us better understand the existing financial structure you have in place and create a strategy to help you reach your financial goals.
4. Recommendation & Review We will meet with you again, this time to present a strategic financial plan that includes investment strategies and personalized recommendations. We collaborate with you to ensure it accurately reflects your goals.
5. Onboarding & Account Setup Once approved, we will get started bringing your plan to life by setting up your accounts and handling the tactical steps of executing your financial strategy.
