Financial Planning Overview
Financial Planning is an integral part of the services we provide to our clients and the results of the financial plan are a key input into the investment portfolio construction process.
[
Expand All |
Collapse All ]
+ General Financial Planning
The financial planning process is intended to help clients achieve their financial goals by answering questions such as:
- When can I retire?
- How much can I afford to spend once I am retired?
- Should I sell my business next year?
- Will I be able to leave a bequest for my children?
- When should I start collecting Social Security benefits?
- Am I prudently and tax-efficiently allocating assets to the appropriate investment account?
- Will I outlive my assets?
+ Estate & Tax Planning
- Analysis of current year tax implications of investment and financial decisions
- Future tax planning
- Philanthropic planning
- Review of estate documents (wills, trusts, etc.)
+ Family Office Services
- Broad coordination of all financial matters
- Coordination with outside advisors (attorney, CPA, etc.)
- Consolidated investment reporting