How do you find peace of mind in a world of excess and distraction? By clarifying what is truly important to you. Whether these are relationships, health or financial security, it takes thoughtful consideration to recognize what can undermine these and what will protect and nurture them.
We encourage you to identify the things that you value, as well as your concerns and worries, so that they can be addressed with clarity and confidence in our work together. This will bring peace of mind.
We can help you answer the following questions:
- Will I be able to enjoy the lifestyle I want throughout my lifetime?
- Will my family have enough money if something happens to me?
- How will I deal with incapacity or a serious medical condition?
- How can I help protect my investments from creditors, excessive taxation or eventual depletion?
- How can I structure my affairs to maximize the value of my wealth while helping to minimize risk?
- Will my family and community benefit fully from my estate?
Planning for Uncertainty
Planning in an uncertain world is more than just financial projections. It requires a discussion of hopes and fears, risks and opportunities. A financial plan examines multiple scenarios and identifies a path forward, serving as a benchmark for progress. Reliable and effective tax and estate strategies are reviewed with you and your trusted advisors.
Last but not least, a plan has little value if not put into action. We will assist you in implementing your plan so that you take the right steps in the right order. Aram Agopian is a highly-qualified estate-planning professional with the expertise, experience and empathy to guide you through this process.
