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Financial Planning
What matters most to you in life?
What lifestyle are you striving for?
What legacy do you want to leave behind?
Your dreams and aspirations are the heart of your personal financial plan. But we're not stopping there — we'll dive into the small details that shape your life, because every detail plays a part in your bigger picture.
These data points capture key aspects of your financial life — including retirement planning, asset protection, debt management, social security, estate planning, income tax strategies, charitable giving, college savings, and more.
Our comprehensive Financial Planning Checklist ensures these critical details are:
- Tracked within our systems for ongoing oversight
- Proactively shared with your Wealth Management Team to prompt regular reviews and updates, so nothing goes stale or overlooked
- Continuously monitored as market conditions and regulations evolve, allowing us to recommend timely adjustments to keep your plan aligned with your goals
But there’s more. We believe the meticulous tracking and regular updating of these details are so essential to the success of your financial plan that we’ve directly tied them to the goals and incentives of our Financial Planning and Wealth Management teams.
Your financial plan isn’t static — it evolves as your life does.
Considering a second home? We can model different financing strategies to see what fits best.
Thinking about setting a retirement date? We’ll run “what-if” scenarios and stress-test your plan under various market conditions.
Concerned about changes to tax laws? We’ll show you the potential impact and help you plan accordingly.
We continuously review your goals, celebrate your milestones, and offer proactive recommendations.
Business Financial Planning
Your business is more than just your livelihood — it's your greatest financial asset and a reflection of your life's work. As you look ahead to turning your business into the nest egg that will fund your family's next chapter, a standard financial plan won't cut it. When your business is your largest asset, you need a comprehensive plan that aligns your personal and business wealth to maximize what you've built.
As a business owner, you have access to specialized retirement account options that can accelerate your savings in a tax-efficient way. Your largest asset — your business — brings unique tax complexities that require careful planning. A tailored investment portfolio can help you strategically manage and minimize the tax burden that comes with eventually selling your business, helping you preserve more of what you've worked so hard to build.
We know your business is your top priority. You're focused on running and growing it — often leaving little time to think about how your business will shape your retirement, family, and legacy.
In fact, many business owners don't know what questions to ask or where to start when it comes to aligning their business and personal wealth. That's where we come in.
Our financial planning process begins with a comprehensive evaluation of your current financial landscape. From there, our experienced team assesses your risks, goals, and long-term objectives — creating a customized financial plan that seamlessly integrates your business and personal aspirations, helping you build a future as intentional as the business you've built.
Estate Planning
A thoughtfully crafted estate plan helps preserve your wealth and ensures your legacy is carried out according to your wishes — providing peace of mind that what you've built will seamlessly pass on to the people and causes that matter most to you.
With proactive planning, your legacy can endure for generations.
Whether you're establishing a foundational estate plan or exploring advanced strategies, our estate and financial planning specialists will guide you every step of the way. We will:
- Gain a deep understanding of your personal values, goals, and objectives
- Collaborate with your estate attorney to design a customized estate plan that aligns with your vision
- Ensure your financial plan works in tandem with your estate goals
- Review account ownership, titles, and beneficiary designations to confirm they reflect your intentions
- Assess your legal documents to ensure they are current and aligned with your goals, as well as the latest estate and tax laws
- Implement advanced strategies like charitable giving, gifting strategies, special needs planning, irrevocable trusts, and business succession planning
- Coordinate with your legal and tax advisors to adapt your estate plan as your life and circumstances evolve
With an integrated approach, we help you protect what you've built — and create a lasting impact for the people and causes that matter most.
Retirement Planning
Retirement planning isn't a one-time event — it's an ongoing journey. As life evolves, so should your plan.
Our wealth management team meets with you multiple times a year to review your retirement goals, celebrate milestones, and provide proactive recommendations to keep your plan on track.
We identify opportunities to maximize tax-advantaged retirement contributions based on your unique situation and how your financial picture changes from year to year. Plus, we stay on top of legislative changes to help you keep more of what you earn and grow your wealth over time.
Curious if you could retire earlier, spend more in retirement, or relocate to another state? We can model different scenarios to show how those decisions could impact your long-term plan.
Concerned about the future of social security or how benefit changes could affect you? Our financial planning team can run "what-if" scenarios to help you prepare for a range of outcomes.
By illustrating how life's changes and uncertainties could affect your retirement goals, we empower you to make informed decisions, mitigate risks, and confidently plan for the future you envision.
Investing Strategies
In today’s markets, successful investing requires long-term strategies, diligent risk management, a wide range of opportunities, and robust systems for real-time monitoring.
Now that you've built substantial wealth, it’s time to move beyond traditional 60/40 stock and bond portfolios.
Our in-house investment team, equipped with advanced certifications and access to over 10,000 investment products, including alternatives and private investments, is here to help you craft a comprehensive long-term investing strategy that aligns with your broader financial goals.
Credit Audit
Not every financial situation requires credit repair, but auditing your credit reports is a crucial step before applying for credit. Our credit audit process provides the same insights potential creditors will review, analyzing your accounts just as they would when deciding whether to extend credit. By completing a credit audit, you gain the opportunity to identify and correct errors or take strategic steps to improve your credit score, setting yourself up for success before applying.
After enrollment, we perform a detailed, line-by-line analysis of your 3-bureau credit report, examining all accounts, balances, credit utilization, credit mix, debts, and other factors influencing your credit scores. Based on this thorough evaluation, we create a fully personalized plan designed to help you achieve your credit and financial goals. You’ll receive a comprehensive breakdown of the Credit Analysis and Action Plan, which we’ll review together during your New Client Call.