Your Team

Your Team of Experts

We’ve been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and other components can make coordinating your financial life a difficult job. We take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.

In addition to our wealth advisory services, your team may include:

• Certified Public Accountant
• Estate Attorney
• Insurance Specialist

Depending on your needs we may bring in other experts and planning professionals, such as a Valuation Specialist or a Charitable Giving Specialist, to address specific issues. We will coordinate each professional’s individual expertise and incorporate their recommendations into your wealth plan as appropriate. We can also integrate any of your current financial professional into our team approach.

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in synch, with every item properly addressed.

Addressing All Your Wealth Needs

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. As the chart on the left shows, these can include:

This process can be key to creating and maintaining your financial comfort. It can include:

• Managing resources and your portfolio
• Tax planning and tax efficiency issues
• Personal savings
• Simplifying your financial life
• Education funding

Wealth and Income Protection

We work to help ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to help protect their wealth and the value of their businesses.

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can potentially reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

We are not a legal or tax advisor. The tax and legal information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax advisor for specific information on your individual situation.