Serious financial planning for today’s complex world.
With financial and retirement planning, simple is not necessarily best. A simple plan sounds good in theory but can leave you vulnerable.
Instead, you want true specialists helping you plan so that you have the best chance of success.
Our unique Dynamic Wealth Design leaves no stone unturned. This system, refined over decades, helps us examine every part of your financial life.
This design includes a review of all types of your wealth, to help you bring balance to your life and perspective:
Personal Wealth – Who you are, what you stand for, your life’s experiences, both good and bad
Social Wealth – Who and what you care about, and why, (family, friends, causes)
Financial Wealth – Personal finances, insurance, investment assets
Once that is clarified, we’ll use custom investment, tax, and estate planning strategies to help you thrive financially and achieve your goals:
- Eliminate or substantially reduce capital gain, income, estate, generation-skipping, and other taxes.
- Solidify control over your financial life, so you feel organized and prepared.
- Grow your wealth in a predictable, consistent manner.
- Assure your lifestyle.
- Protect your wealth, income and assets from legal judgments.
- Manage the value of your business interests.
- Provide custodial and administrative services for trusts and accounts to save you time and worry.
- Keep your affairs free from publicity, and the costs and delay of probate.
We’ll help you develop your personal, social and financial wealth, bring order to your financial life, and make recommendations to generate substantial tax savings while meeting your unique objectives.