OUR VALUES BASED APPROACH
WHAT ARE YOUR DREAMS AND GOALS?For you, your family, your community
WHAT ARE YOUR CONCERNS AND NEEDS?Financially, physically, mentally, spiritually and relationally
WHAT ARE YOUR WANTS AND DESIRES?Financially, physically, mentally, spiritually and relationally
WHAT KIND OF LEGACY WOULD YOU LIKE TO CREATE?To be remembered by your great, great grandchildren and beyond
- Higher education (self, children or grandchildren)
- Cash reserves
- Long/short term vacation/mission trips
- Debt elimination
- Other investments
- Retirement years
- Second home
- Medical expenses
- College expenses
- Unforeseen emergencies
- Charitable purposes
- Other investments
- To wisely give to your heirs, to provide for those you care about, to protect your estate from estate taxes and liabilities
- Wills, trust, limited partnerships, limited liability companies
- Protection from unforeseen accidents, liabilities and health issues
- Life, health, umbrella, auto, home, business, recreation
- How do you want to be remembered years after you are gone?
- What causes are you passionate about?
- What do you want to accomplish?
- What drives you?
YOUR ACCOUNTANCY AND TAX PLANTaxes can take more than half of your passive and earned income every year. We will work with either your CPA or one we collaborate with. The goal is to legally and morally lower taxes to a minimum each and every year.
YOUR PHILANTHROPIC DESIRESUsing outside specialists in strategic giving to fund your favorite charities, we work with your administrators of donor advised funds, charitable remainder trusts, charitable gift annuities and other planned giving vehicles.
YOUR ASSET MANAGEMENTWe design a diversified portfolio to address your investment objectives and to pursue all your financial goals and needs using non-biased fee based advise.
YOUR RISK MANAGEMENTWith your insurance advisor or one we collaborate with, a plan is designed to protect your wealth from unforeseen disasters and unwanted predators.
YOUR ESTATE PLANAfter we analyze your present estate plan we will work with your attorney or one we collaborate with, to update as needed for efficient distribution.
“The whole is greater than the sum of its parts.”
The best plan in the world, if not implemented, is useless. We put together all the pieces of your financial puzzle to form a whole greater than the sum of the parts.
Life is forever changing. Nothing stands still or can be put on a shelf to say it’s done. People change, family members pass away, and new members are born or come into the family through marriage.
Businesses are sold, health changes, inheritances are gained. The markets, economy, inflation, and political environment all play into the need to consistently monitor and tweak your financial plan.
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