How exactly do we work with you? We use a defined wealth planning process through our Wealth Management Consulting Services(WMCS) that has been conceived to help you explore thoughts about your lifestyle today and the lifestyle you want to live in the future. Together we create an actionable strategy, investment policy and a plan for its success. Some of the areas we will explore are: Where you would like your children or grandchildren to attend college? How do you envision yourself in retirement? What will be required to sustain the retirement you currently enjoy? How do you protect your wealth from unexpected market drops or unforeseen crises? We will talk about your current estate, discuss issues of taxes, as well as how to avoid unnecessary costs and processes such as excessive estate tax and probate.
We know how important it is to protect all you have worked for. We are committed to collaborating with you to develop strategies that protect against risk and enhance preservation.
Read further to learn more about our specific Wealth Planning Process.