Our Process

We understand that comprehensive and custom-tailored wealth management involves more than simply retirement income planning and cash flow analyses. That is why we incorporate what we have found to be the 13 key wealth management issues clients may face into our process. As we work through this list with our clients, we partner with their legal team and CPAs, or get them in touch with our team of experts, to ensure that every goal is well planned for.

1. Develop an appropriate INVESTMENT strategy
2. Examine efficiency of RISK MANAGEMENT & INSURANCE tools
3. Identify LEVERAGE opportunities and LIQUIDITY needs
4. Ensure optimized TAX PLANNING is taking place with qualified professionals
5. Provide RETIREMENT PLAN design and FIDUCIARY management
6. Assess EXECUTIVE COMPENSATION strategies
7. Establish a BUSINESS SUCCESSION PLAN
8. Ensure proper TITLING of assets and BENEFICIARY DESIGNATIONS
9. Appoint a DURABLE POWER OF ATTORNEY and document MEDICAL DIRECTIVES
10. Select appropriate EXECUTOR & TRUSTEE
11. Assist EDUCATION funding & other methods of FAMILY GIFTING during life
12. Discuss CHARITABLE & PHILANTHROPIC strategies during life
13. Create a sound plan for the DISTRIBUTION OF YOUR ESTATE