Many clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern. They are looking for a trusted relationship in order to enjoy more financial security and feel confident their family will be cared for.
Integrate all aspects of your financial picture
Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams. Working closely with you, we will develop a customized plan to help integrate all aspects of your financial picture.
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.
We realize that taxes may be one of your largest ongoing expenses. We will bring tax reduction strategies to you and coordinate with your CPA on implementation. We also manage your investment portfolio in a tax-efficient manner.
Our Services Include:
Estate Tax Reduction Strategies
Annual Tax Management Review
Concentrated Stock Planning (Access to Exchange LP)
Integration & Coordination with CPA on Tax Savings Strategies
Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. Through the design and management of an effective estate plan, we work with your team of advisors to avoid unnecessary taxation and ensure your wishes are carried out.
Our Services Include:
Estate Plan Review
Trustee & Fiduciary Support
Family Legacy Planning
Intergenerational Family Financial Education
Risk Management Review for Life, Disability & LTC Insurance
Design your life in a way that makes you feel alive and fulfilled.
We offer value to our clients’ lives so that they can enjoy more balance, inspiration and fulfillment, while achieving their future goals. The resources that we provide help our clients as they develop their Inspired Life Purpose into their third phase of life. We help clients identify what true wealth looks like for them and then we work together to ignite this vision into reality.