Wealth Management

As we accumulate more and earn more, our financial situations become more complex, not more simple.  For these more complex situations, a wealth management approach is better suited as opposed to traditional investment management. We define wealth management as the continuous monitoring and management of finances with regard to all aspects. 

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We want to see the whole picture. What are your goals? What are your concerns?  Are you planning to start a family? Are you opening a business? Do you want to retire? What factors would affect your goals? Taking a wholistic approach and going through each aspect of your life will help us address the various potential risks in attaining your goals.

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We may need to work with your designated accountant and/or attorney to address various concerns, such as income tax planning, capital gains management, estate and inheritance tax, Medicaid planning, extended healthcare solutions, and structured settlement analysis to name a few.

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Through our data gathering process, we'll be able to determine if we feel that our premier Wealth Management service would be of benefit to you.  Wealth Management is not always needed to meet every goal though, so the standard investment management and insurance services may be sufficient.

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Standard investment management will still receive the same level of professionalism as Wealth Management. All Certified Financial Planners must follow a code of ethics. This code entails acting as a fiduciary with integrity for the client's benefit. Fiduciary duties involve loyalty to the client, exercising care with their actions, and following the client's direction.

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Below depicts the standard steps for financial planning:

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We look forward to starting the first step with you!

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