CANDID ADVICE FOR SERIOUS PEOPLE
We believe our client's financial situation is no different than a business. Serious business people might have a 5 or 10 year plan, but they rarely plan a lifetime. They know markets change, and what they sell or make today might be obsolete next year. They work the bottom and top lines, as well as the internal parts of their businesses with attention to efficiency.
We offer integrated financial planning by giving each client access to a personalized website through our state of the art web-based financial planning software. It allows us to aggregate all client accounts ranging from investment accounts to mortgages and credit cards in real-time. We also offer a document vault to keep Wills, Trusts, Insurance, Passport, Legal, Tax, and other documents for safekeeping.
Listed below is the process we use to get an in-depth understanding of each client's life as it stands today and as they would like it to look in future years.
- Run Your Financial Life like a Business
- Retirement Planning for Individuals, Business Owners and Retirees
- Investment Strategy for Individuals, Retirees and Business/Institutions
- Insurance Planning for Individuals, Business Owners and Retirees
- Estate Planning for Individuals, Families and Business Owners
- Tax Planning for Individuals, Families and Business Owners
- Corporate Benefits for S-Corps, C-Corps and Partnerships