It is impossible to build a custom investment strategy without first pinpointing client goals and aspirations. Once we understand who the client is and what they want to achieve, we then piece together a unique plan around their financial picture. We're not really interested in pre-packaged products. If your financial professional isn't truly concerned with your goals, values, tolerances and constraints than it's time you think about upgrading.
Insurance is an integral part of a sound wealth management strategy, key in strategizing all phases of the life cycle. We constantly monitor our clients insurance risk profile to best suit their needs, lower their costs and if necessary, utilize particular vehicles in the estate planning process. Our focus is to work diligently to truly encompass all areas that contribute to your financial health.
Wealth transfer is often times a very complex process, especially if structured incorrectly by unaffiliated or incompetent parties. Far too often, people work the entirety of their lives to accumulate wealth, but do not have a succession plan resistant to incapacitation, heightened mortality risk or change in family circumstance. Whether you are charitably inclined or you have particular transfer guidelines, a prudent estate plan is what enables the end goal of your comprehensive, wealth strategy.
Because no one tax return is exactly alike, it serves as everyone's individual financial blueprint. It is imperative for a wealth manager to analyze and formulate a plan based on a client's tax profile. To help aid in continued oversight, we also provide tax preparation services as well. We feel as financial practitioners, it's our responsibility to stay current with changing tax law, thresholds, and regulations pertinent to client fiscal health.
Tax analysis and preparation
Business start-up, counsel and corporate tax structuring
Gift, trust and estate tax preparation
Maneuvering Inheritance complications