Services
We provide fee-only planning.
We do not sell insurance or manage investments.
PLAN DESIGN
We design a unique plan for your family with solutions based on your objectives. We do this by listening to your concerns and ideas, then we create a detailed plan that solves your problems and provides an overall strategy.
Our initial plan outlines everything in your current situation. Your objectives determine the direction of your unique plan.
The next step is establishing an action plan to implement the strategy developed with you.
The critical difference in what we do with our client families is our role in working with any advisors needed to accurately implement your plan.
IMPLEMENTATION
Once you approve the final plan, we begin implementation with your input. Also, we will create a timeline so you know the progress each step of the way.
We recognize that plan implementation can be complicated. We go to great lengths to make the process simple for our clients. We communicate and provide updates so you know what has been accomplished.
We work with you and coordinate with your team of advisors to create the best results.
Our role in implementation is keeping our clients and their advisors focused on plan completion.
OUR CAPABILITIES
first of all, we listen to your concerns and ideas
identify legacy assets
trustee selection
care for mom
special needs - health
special needs - opportunities
blended families
divorced families
business succession planning
family business succession planning
legacy asset planning & protection
What makes your plan unique:
We coordinate with any advisors needed to implement all aspects of your plan.
Our compensation is a flat fee. We receive no compensation from any product sales.
What makes our services unique:
We coordinate with any advisors needed to implement all aspects of your plan.
Our compensation is a flat fee. We receive no compensation from any product sales.
plan completion
charitable giving
estate tax reduction
power of attorney
creditor protection
multigenerational plan
beneficiary designation
on-going conversations
health care control
we work with your advisors
MAINTENANCE
On-going conversations are critical to ensuring the success of your plan continues long-term. We provide annual reviews to help keep your plan up-to-date.
Your plan is active - not passive. Changes occur in family objectives and externally like tax law.
We offer annual maintenance meetings to ensure your plan reflects any changes that impact your objectives
Existing clients also contact us when events occur such sale of a business, sale of an asset or change in family status.