Wealth Planning

Managing wealth isn’t just about investing money. Nor is it, as many advisors believe, about finding the best product. Insurance and investment products may satisfy particular needs, but they often fail to support ever-changing situations and a coherent vision for how you want to live.

Many individuals, however, have a multitude of products but have never articulated – nor been asked to articulate – an overarching vision for their life. When implementing products apart from strong communication and good financial planning, the results can be disastrous. Resources end up being under-utilized – leading to confusion, a lack of trust, and even a loss of financial security.

A Unique Approach

Our approach to wealth planning recognizes the uniqueness of your situation. We emphasize evaluating options rather than pushing products. And we recognize that securing a brighter future involves more than mathematical analysis. As a result, we strive to provide a delicate balance in addressing all the relevant factors. In addition to “crunching the numbers”, every financial decision – whether it be saving for your children’s college, buying your first home, or planning out the first ten years of retirement – should include an evaluation of the financial and emotional trade-offs, as well as a consideration of what it means to be a good steward of your resources. Here are the steps we take to help you make these evaluations:

Investment Process3

We want to paint a picture of each financial decision. In doing so, we help you visualize not only the consequences of the immediate decision but the long-term impact on your future as well. In order to do that, we need to understand your life from a unique perspective. That’s why we take the time to sit down with you and listen closely. Only when we understand your dreams and desires can we work with you to bring fulfillment and security to you and your family – helping you achieve what really matters.

Get Started

We’ll help you articulate and prioritize your intentions in all areas of wealth planning. At the same time, we’ll work to develop a plan that reflects and anticipates your family’s needs. And in the event you don’t have an expert in estate, tax, succession planning (both business and personal) or philanthropic strategies to assist in implementing your strategy, we’ll bring in the appropriate third-party experts. If this approach makes sense to you, we invite you to discover the Plan Financial difference.