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Your Legacy Planning

No matter your age, it’s important to be prepared and plan your legacy. As you get older, this certainly increases in urgency but it’s never too early to begin. The sooner you start, the better position you’ll be in for protecting your loved ones.

Legacy planning may involve estate planning, wealth transfer, charitable gifting, and wishes regarding end-of-life issues.

Again, although legacy planning may not seem like a high priority when you’re younger, it’s surprising how much it may impact the rest of your financial plan. This is why it’s so important that we coordinate this portion of your wealth management plan with your estate-planning attorney. We’ll help you ensure that proper accounts are used, titling is correct, asset placement is appropriate, separate Investment Policy Statements are used for certain trusts, and other estate planning aspects are properly addressed.

360° Wealth Management

Your Financial Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Managing Your Investments

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Coordinated Tax Planning

With coordinated tax strategies, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.

Your Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Protecting Your Lifestyle

Lifestyle protection through proper insurance is essential to protect your assets and therefore your lifestyle.

Your Personal Chief Financial Officer

With your very own, personal Chief Financial Officer (CFO) you have access to a sounding board early and often for any financial question or problem you encounter.