Broker Check

Overview

A process for those who have already planned

If you're like many new families we work with, perhaps you feel your affairs are already in order. Actually, this is where we provide the greatest value.

We offer a truly holistic approach to planning that incorporates, organizes and integrates all of the people and pieces you currently have in place. Doing so brings simplicity to your planning life and clarity surrounding your past and future decisions.

In addition, there may be some pieces of planning that were started and not completed. You'll find us to be unusually patient, and professionally persistent, in helping to tie up loose ends.

The plan you already have vs. the plan you might choose now

The world of planning choices is constantly expanding and contracting. What's currently in place may not be ideal for your family today. Selections made years or decades ago may no longer suit today's vision. Perhaps it's been some time since the vision was dusted off and re-examined.

Many firms choose to focus on paying the least tax or achieving the highest return. If these things are important to you, then they should be the focus of your planning. However, families have varying priorities. We can't build your plan by simply evaluating your assets in a vacuum that excludes you.

Services

FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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