Services

Client Goals

Our Planning Partner clients are looking for a qualified advisor to help them develop and implement a well-thought-out financial plan.

Planning Partner clients value the ability to have greater clarity and confidence in where they are now and what is needed to achieve their vision for the future.

Services Provided

Depending on the specific needs and financial complexity of our Planning Partner clients, all or some of the following will be considered and presented in the form of a financial plan and recommendations:

• Financial Position Analysis
• Retirement Planning
• Distribution Strategies
• Education Funding Strategies
• Income Tax Planning
• Protection Planning
• Estate Planning
• Integrated Action Plan

Client Goals

Our Investment Partner clients want to delegate investment decisions to a disciplined advisor who has the knowledge, experience and resources to perform ongoing investment research and analysis in their best interest. Investment Partner clients view professional investment management as a way to accomplish financial goals while freeing up valuable personal time.

This client would experience our process only as it relates to investment management.

Services Provided

During the initial phases of our relationship, a qualitative discussion takes place as a function of obtaining risk tolerance parameters and investment solutions options that are customized to be ideal for each client. All or some of the following may be included in this type of engagement and will be determined based upon unique needs:

• Risk Tolerance Analysis
• Investment Policy Statement
• Asset Allocation
• Portfolio Rebalancing
• Portfolio Performance
• Tax and Cost Basis Reporting

Client Goals

Wealth Partner clients have a compelling desire to better understand and organize their financial life so that it can be coordinated and planned in a thoughtful manner. Our Wealth Partner client believes in established goals and an actively maintained strategic plan to reach those goals.

Wealth Partner clients want to delegate financial analysis and decision-making to a qualified advisor to help alleviate worry and work, which provides additional time to concentrate on those things that matter most to them.

Services Provided

We are committed to working with our Wealth Partner clients by providing a suite of services designed to create an exceptional experience and confidence in moving toward goal achievement.

Our goal is to customize a plan that encompasses all areas of your financial life. We will address all or some of the following:

• Trust Integration
• Charitable Giving Strategies
• Family Wealth/Legacy Planning
• Heir Education
• Concentrated Financial Positions
• Business Planning

Includes services in both Planning & Investment sections