The Fee Only Fiduciary Experience
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Many work hard to get physically fit, but ongoing conditioning to stay fit is what we all strive to achieve. Once a plan is created we work hard to help clients stay financially fit over time by staying abreast of market conditions, tax law changes, changing client needs, life transition periods and the political landscape.
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Asset & Risk Management
Our Profit & Protect Investment Process combined with our Global Income Strategy and our Retirement Income Harvesting Strategy work in concert to help you grow your nest egg, provide sustainable income and enable your hard earned wealth to last a lifetime. This process involves the creation of your Family Index Number and a V-Deca stress test to customize the strategy for your personal preferences and needs.
Estate Plan Implementation
Upon death, you can leave your money to your family, your church, your charities, or to the government … and you must choose two out of the four. Our planning and wealth management professionals will work together in concert with our legal consultants to maximize the distribution of wealth to pursue your objectives. We will establish a comprehensive estate plan that leaves little to chance ensuring the plan is not only developed but also implemented.
Long-Term Tax Planning
Whereas we do not prepare taxes, we are very involved in helping our clients with planning strategies to minimize taxes over their lifetime. We will develop a plan to help minimize your taxes over time by taking a proactive rather than a reactive approach.