Seven Pillars of Financial Success

Specialized strategies and financial planning designed with your goals in mind

Seven Pillars Grow With You

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:

      • Wealth Management Process – Solutions based upon your goals
      • Risk Management Process – Weighing risk with perceived reward
      • Assistance to Loved Ones – Helping those you care most about
      • Retirement and Financial Independence – Finding the right time for you to retire on your terms
      • Tax Planning Process – It’s about keeping more of what you earn
      • Estate Planning and Charitable Giving Process – Ensuring your loved ones are protected and your wishes are met
      • Value-Added Services – Doing those extra things you wouldn’t normally expect

Will I have enough?

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.

Your Financial Plan Grows With 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.

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