FINANCIAL PLANNING FOR INDIVIDUALS
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs.
Our wide array of financial planning specialties covers everything from estate planning for your family’s future to tax planning for your financial goals. Let us connect you with an advisor who can help you plan for your financial future.
RETIREMENT PLANNING
Retirement planning is about matching goals with financial realities, with a focus on providing a lifetime of income after your last paycheck. We will simultaneously develop a plan that seeks to build wealth and a plan for drawing on your wealth in retirement. We work with you to help ensure you stay on track to meet your long-term goals so you can make the right decisions now, and as your circumstances change.
ESTATE PLANNING
Estate planning involves drafting wills and trusts and has close ties to risk management. It attempts to transfer wealth successfully, minimize transfer taxes, and protect assets. Charitable giving is also an important component of estate planning. An effective estate plan will be well coordinated with your overall plans for your business, investments, insurance and taxation needs, and your retirement goals.
Investment Management
An investment manager will concentrate primarily on managing investments, aiming to meet specific targets and objectives. Our investment advisory services are based upon your investable assets and include services such as portfolio development and management, asset allocation, and ongoing monitoring. An effective investment management plan will be well coordinated with your overall plans for your business, insurance and taxation needs, and your retirement goals.
Tax Planning
Our primary goal in managing your wealth is to help you achieve your retirement or accumulation goals, which is why tax planning is so important. Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any particular situation.
Planning for Corporate Executives
Planning for corporate executives involves planning for the specific set of challenges that C-Level executives face, including how to plan around the vesting schedules of equity compensation or how to gain the most tax benefits from charitable giving. Our corporate executive wealth management team specializes in integrating your many assets and can help identify growth opportunities for your high-wealth portfolio.