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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Services

Our work together begins with a discussion of what’s important to you and deciphering your financial goals and concerns. We then design and implement a comprehensive wealth management plan to help you work towards financial success.  Our multi-disciplinary approach will help you coordinate your legal, tax and financial matters and our interactive planning framework will help you stay on track, eliminate confusion and costly mistakes, and simplify your financial lives.

Our planning process focuses on the accumulation, protection, and transfer of wealth.

Accumulation

Together, we will focus on your goals and plan a comprehensive wealth management strategy to help you address your short and long-term financial goals. Applying the fiduciary standard, we offer investment management services, asset allocation review, risk tolerance analysis and ongoing portfolio management based on our client’s best interests.

Protection

Accumulating wealth is not easy, so protecting it is essential. We strive to protect our clients from poor investment choices, excess costs and fees, unnecessary income taxes, unexpected long term illness, improper asset allocation and excess portfolio risk. We continually monitor your strategies and collaborate with other professionals when needed.

Transfer

Most of our clients have a strong desire to transfer their wealth to heirs and charities after they pass. For those clients, our wealth management plans incorporate strategies to create and preserve a legacy. We analyze probate costs, inheritance, estate and income taxes, review beneficiary designations and develop strategies to simplify the wealth transfer process. Jeff is the co-author of Guiding Those Left Behind, Second Edition, which provides information about probate, an executor’s duties and estate planning tools to consider addressing these issues. Contact us to receive a copy.

Collaboration

Our interactive planning framework allows planning collaboration and the sharing of information with your trusted advisors, so your entire team of professionals will be on the same page. This multi-disciplinary perspective and approach to planning and wealth management helps ensure the coordination of your legal, tax and financial matters. We welcome the opportunity to collaborate with your existing advisors or to introduce you to professionals with whom we have a strategic alliance or long-standing relationships. Contact us today to start working in a collaborative approach. Contact us today to start working with professionals who have access to long-standing relationships and strategic alliances.