Planning-Based Wealth Management
Planning always comes first. A clear plan can clear space for more clarity, reduced risk, and ultimately better decisions.
Wealth & Retirement Planning
Your retirement roadmap helps you to save enough and retire with a purpose so that when the time comes, you can fully embrace this new phase of your life and the freedom it will bring. We’ll plan for income needs and life goals ensuring you are comfortable and taken care of.
Your strategy will support the following important aspects of your retirement income:
- Investment Allocation and Withdrawal Strategy
- Social Security Selection Strategies
- Planning for Medicare and Health Care Expenses
- Funding Personal Interests and Travel
Estate & Legacy Planning
It’s not just about determining where your money and possessions will go when you are gone. It’s about sharing your story and passing down your values to future generations. We operate as a family office and have a team of professionals. Or, if your existing professionals have grown with you and have experience in the relevant areas, we’re happy to work directly with them. We also have established relationships with estate and tax firms we engage with when needed.
Tax Planning
Your tax strategy is a complicated part of your overall plan, but we can simplify the process. Tax planning strikes a delicate balance, aiming to keep as much of your hard-earned money as possible while ensuring compliance with tax laws. This involves taking advantage of all legal deductions, credits, and other incentives to minimize your tax liability.
Cash Flow Management
We’ll keep a close eye on your money flow, including income, expenses, and savings. By understanding where your money is coming from and where it’s going, we can collaborate to help you make the most of it while aligning with your personal and financial goals.
Risk Management & Insurance
We'll help gut-check your comfort zone so you can take advantage of all possibilities. Together we can identify guided risk vs. potential opportunities for your situation. Our team will review options tailored to your needs and explain the financial jargon so you fully understand the coverage you should have in place.
Entrepreneurs & Founders
Clarify what your business means for your family’s finances and how to prioritize and harmonize. We’ll guide you with professional coaching and exit planning to help future-proof your business.