Specialized strategies and financial planning designed with your goals in mind
Have you ever tried to build a jigsaw puzzle without a picture? Our seven pillars form a clear image of the value we bring to clients over the life of our relationship. In fact, 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. These pillars consist of:
This is a question most of our clients have when they come to us. We understand that you want to ensure you have enough to retire, but we also know that juggling the pieces of your financial life may seem confusing. As part of our planning process we help simplify those complexities. We focus on organizing and coordinating all aspects of your wealth management to create the financial peace of mind we know most of our clients are looking for.
As part of this process, we explore each pillar in detail to determine which ones require immediate attention and which are long-term. With these findings we customize your long-term plan, offer straightforward investment advice, and recommend a blend of tax strategies that help you keep more of what you’ve earned. This personalized approach can help you confidently answer the question of whether you will have enough – by using a strategy based upon your entire financial picture and focused on what’s most important to you.
Our proprietary 3P 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. Through a routine cadence of reviews, these pillars can be added they become necessary. Instead of outgrowing your financial plan, you continually grow into it.
Watch for our published articles on Kiplinger that are related to these seven pillars of financial success.