Generational Planning

Prepare for life’s big transitions.


Generational Planning

Prepare for life’s big transitions.



Prepare for life’s big transitions.

Your financial needs are going to fluctuate in response to transitions that we all go through as we work, raise our families and look ahead to retirement.

We work closely with you to identify and prioritize your goals. We then develop a road map to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.

Generational Events Our Clients Experience

We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own. Let us help you create a plan so your loved ones will be well cared for.

Whether it’s an elaborate church ceremony, a small gathering on the beach, or a quick exchange of vows in Las Vegas, a wedding is one of the most important moments of your life. Getting married is one of the biggest commitments you can make. Before reaching the altar, most people take a number of steps to prepare for the big day and for building a future life together.

Experts agree that a strong bond and shared plans for the future are important for a couple hoping to make a marriage last. Sometimes the first test of how a couple will manage future financial decisions and priorities will come during the wedding planning. Based on research at, on average, U.S. couples will spend $24,000.00 for their wedding. This does not include the cost for a honeymoon, engagement ring, bridal consultant or wedding planner. Add that in and the cost could reach $32,000.00.

Planning and paying for the wedding is just the beginning. You and your future spouse will need to discuss issues such as debt, spending, income, taxes, and budgeting for the future. Many experts urge couples to discuss their financial situation and investment goals in order to avoid problems down the road. This is good advice; financial disputes are one of the top ten causes of divorce in America.

There are a number of things that you and your partner can do today to ensure that your marriage begins and remains strong through the years, both emotionally and financially. Familiarize yourself with potential sources of conflict and tension. Spend time considering what the future may bring. Be willing to ask yourselves some hard questions. When the big event finally comes, you can avoid the proverbial “cold feet” and say, “I do,” with confidence.

After marriage, you become financially tied to your partner. You will share assets and the responsibility for debts. Some couples may choose to write a prenuptial agreement detailing which assets belong to whom and how financial holdings will be divided in the case of divorce. Not all couples will need or want such an agreement.

We can help refer attorneys to couples to discuss your options or set up agreements prior to marriage. We also help tie your wedding budget to your financial plan and act as your financial advocate so that you can make sound financial decisions.


You Dream. We Deliver. Together.

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