There are many reasons people work with us.
We live our values every day. It's really important to understand how that affects not only our family but our staff and clients. We are managing third and forth generation families. Clients trust us. Families trust us.
1. We Are Totally Committed
Confidence in us is the foundation of our reputation and growth over these thirty plus years. We are exactly who we say we are in every aspect. This long-term assurance of ‘what you see is what you get’ creates unbreakable bonds of trust and confidence.
2. The Quality of our Client Relationships is Premium
When we create a Life Design with and for you, we remain fully engaged in your life, not just in your bottom lines. We create a path for you to walk -- and then we walk it with you.
3. We Take Worry Out
Not just from your financial concerns, but from the many hidden issues of life that need resolving. The one emotion most people wrestle with is worry - the kinds of worries that are seldom talked about with friends or family.
Here Are The Top Six Questions That Worry Most People:
Are we okay?
Everyone wants to make sure they are okay. But they worry they might be missing something. And often they are...which becomes a nagging worry. The Life Wheel helps evaluate every aspect of your financial life and goals. You can know with certainty that you are 'okay' because we create elegant solutions, unique to you, that work.
Do we have enough?
Some worry that they might not have enough or have only a vague idea of what they spend. They worry about enough for the years ahead. They have no idea how to set financial targets or goals. We understand the fears of not knowing or not seeing a way forward. Our goal is to ensure you live today and save for tomorrow.
What If I Lose my Job?
People worry about losing their job, or they have already lost a job, due to downsizing, restructuring or new technology. Sadly, some people have been 'put out to pasture' as they cost the company too much. Are there options to protect yourself and/or your family? These are essential questions to answer, as you need solutions that will work in these uncertain times.
What About Exit Strategies?
People can have complicated operating situations, or they are part of complex corporations, or they are tangled up in businesses with partners that make it difficult to find agreeable exit strategies. We are knowledgeable and experienced solution-finders and mediators. There is always a way.
Wills, Estates and Estranged Families?
Wills poorly constructed, complex inherited estates or estranged families can lead to potential disasters with big worries such as tax liabilities, disgruntled beneficiaries or family tension. Our years of experience help people think clearly about what they want their future to look like. Peace of mind is knowing that everyone and everything will be taken care of and well managed.
Leaving My Money to Whom or What?
Even positive opportunities such as giving or leaving money to your children, donating to charities, foundations, and philanthropic gifts, can stir up their own set of worries. Each scenario requires careful consideration with smart, long-sighted financial structuring.
How do we take the worries out? By making sure all of your concerns are addressed with elegant and practical solutions in a Life Design created for you and with you. Your life from this point forward, is taken care of, with your desired outcomes realized.
