Specialized strategies and financial planning services designed with your goals in mind
You want to ensure you have enough resources to retire, but you also want to ensure your plan is flexible. Our team has identified 112 things we do spanning the entire financial life of our clients. Rather than attempt to name each activity, we simplified them into Seven Pillars of Financial Success.
Click on each pillar to learn more:
▪ Tax Planning Process – Keeping more of what you earn with tax mitigation strategies
▪ Wealth Management Process – Solutions based upon your financial goals
▪ Retirement and Financial Independence – Finding the right time for you to retire on your terms
▪ Estate Planning and Charitable Giving Process – Ensuring your loved ones are protected and your wishes met
▪ Risk Management Process – Weighing risk with perceived reward
▪ Assistance to Loved Ones – Helping those you care most about
▪ Value-Added Services – Doing those extra things for you, your family, or your business
As part of our 3P Approach© to planning, we explore each pillar in detail to determine which ones require immediate attention and which are long-term. With these findings, we customize your short-term and long-term plan, offer straightforward investment advice, consider ways to mitigate risk to your portfolio and recommend a blend of tax strategies that help you keep more of what you’ve earned.
Our approach to planning forms a single foundation from which these seven pillars of financial success are managed. While not all of the pillars may be relevant to you today, many may be over time as your life evolves. Through a routine cadence of reviews, these pillars can be added as they become necessary. Instead of outgrowing your financial plan, you continually grow into it.
Look for our published articles on Kiplinger that are related to these seven pillars of financial success.
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