A financial plan comprises an income plan, retirement plan, insurance review, investment policy statement, investment proposal, and action plan. Once developed, the financial plan provides our map and timeline, and we meet on a regular basis to check in on the status of activities identified in the financial plan. When developing financial plans, we incorporate the following (as applicable) for our clients:
Wealth Accumulation and Management
We provide personal financial advice on accumulation and protection of wealth and tax-advantaged distribution of wealth during life and on the event of death.
Business Succession Planning
We focus on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of their family. Learn more...
We work to minimize financial and other losses potentially associated with risks to your assets, business or health. Our first line of defense is identifying your sources of risk and then either avoiding or minimizing the major exposures.