Family Wealth Planning Services
We work with clients throughout their lives to help meet their lifestyle needs, plan their family's legacy and fulfill their charitable vision. The three most common areas we advise on and support clients with include:
Meaningful Income and Retirement Planning
- We help you set financial goals to preserve and grow your savings and access cash when you need it.
- Do your finances allow you to retire when you’re ready?
- What amount of cash flow and savings will be required to fully maintain your lifestyle in retirement?
Intentional Estate and Legacy Planning
- We guide clients through the necessary steps to help create the legacy they want. If you fail to plan or leave your estate with unanswered questions, this can lead to less than desirable outcomes, such as:
“Spending 18 months and $200,000 on my parents’ estate was not on my retirement bucket list.” – Retiree
Timely Business Succession Planning
- For clients that own or operate businesses:
- How have you diversified your investments beyond your business?
- Do you have an exit strategy?
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