Wealth Management

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MANAGING YOUR WEALTH

Wealth management encompasses combining financial/investment advice, accounting/tax services, retirement planning and legal/estate planning. As our client you will be working with a single wealth manager who coordinates input from financial experts and can include coordinating advice from attorneys, accountants and insurance agents. We also provide banking services or advice on philanthropic activities.

GETTING YOU ON TRACK

The wealth manager we assign clients, starts by developing a plan that will maintain and increase the client's wealth based on that individual's financial situation, goals and comfort level with risk. After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio, investigate whether additional services are needed and ideally, follow clients throughout their life.

MANAGING YOUR FINANCES

Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to make sense of advice from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own and/or their family's current and future needs.

WEALTH

MANAGEMENT

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

IN INVESTING,

What is comfortable

is rarely profitable.

Each wealth manager has access to a team of in-house experts and services, ensuring each client gets well rounded and holistic services. Make sure you ask the right questions about how your wealth is managed.

Wealth Management Services:

Estate Planning
Retirement Planning
Investment Planning
Advising On Investing, Retirement, Insurance, And Other Issues
Financial Planning To Fund Your Goals In Life
Tailoring Your Portfolio To Your Goals And Ability To Withstand Market Losses
Monitoring Your Investments And Providing Quarterly Performance Reports

Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this.

ESTATE PLANNING

RETIREMENT PLANNING

Believe it or not, you have an estate. Your estate is everything you own from your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. If you don’t have a plan, the state (the government) has one for you, but you probably won’t like it.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. It can help you reduce your taxes and also help you protect your business assets, in the event that your business gets affected negatively.

Retirement is that one event in life that everyone approaches sooner or later in life, it marks the end of ones career and the beginning of another. Planning for retirement is imperative from a personal and financial perspective.

For you to reach a comfortable retirement, is an incredibly extensive process that takes sensible planning and years of persistence. Even once it is reached, managing your retirement is an ongoing responsibility that carries well into one's golden years. The main goal is to live comfortably for your retirement. Hence the sooner you start planning the more enjoyable your retirement will be.