COMPREHENSIVE WEALTH MANAGEMENT

We take a comprehensive approach in addressing wealth management issues. This discipline is highly personalized and exceptionally flexible. It involves discussions based on proven investment principles and strategies. 

The process begins by reviewing your entire financial picture, including areas you may not have considered. A comprehensive checklist, including a retirement planner and risk analyzer, can be used to discover where you are and where you want to go. We will guide you through a discussion using a team approach, in which you may include family members and other professional advisors such as your CPAs and attorneys, of the following wealth management issues: 

  • Your current investments
  • Qualified retirement plans and IRAs
  • College education funding for children and grandchildren
  • Employer stock options, grants, etc.
  • Business succession plans, if appropriate
  • Existing insurance coverage and gaps
  • Liabilities
  • Durable power of attorney issues
  • Gifting to children, grandchildren, and others
  • Charitable giving during life
  • Titling of your assets
  • Executor/trustee appointments
  • Distribution of your wealth according to your wishes
  • Charitable inclinations as part of your legacy