Would you like to own a new home, start a business, or retire with dignity? These are just a few of the financial goals that may be of concern to you. We have found that there are 8 Wealth Management Issues® that are most important to our clients and their families. Each of these issues is interrelated, making it critical that you have one Advisor who is knowledgeable about your complete financial picture.
Helping you pursue your goals begins by evaluating your finances and identifying the issues you have already adequately covered, as well as areas that need more attention and are most important to you. Together, we’ll review strategies that are tailored to your individual needs and available resources.
A comprehensive financial plan* serves as a framework for organizing the pieces of your financial picture. We will help you build your financial plan to include the following 8 Wealth Management Issues®:
- Investment management*
- Cash flow and debt management
- Family risk management
- Retirement planning
- Education planning
- Legacy planning
- Business planning
- Special situation planning