{"id":22,"date":"2019-10-22T19:15:07","date_gmt":"2019-10-22T19:15:07","guid":{"rendered":"http:\/\/167.71.159.93\/?page_id=22"},"modified":"2020-01-16T05:51:18","modified_gmt":"2020-01-16T05:51:18","slug":"why-normandy","status":"publish","type":"page","link":"https:\/\/normandygroup.com\/why-normandy\/","title":{"rendered":"Why Normandy?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Life is full of uncertainty.\u00a0 As your wealth grows, your financial life usually gets more complicated\u2026not less.\u00a0 As a result, you probably wonder:<\/p>\n<ul>\n<li>Am I taking too much risk\u2026or not enough?<\/li>\n<li>What happens if the stock market crashes?<\/li>\n<li>What happens to my wealth in the next recession?<\/li>\n<li>What if I lose my job or my business experiences a downturn?<\/li>\n<li>Can I afford my current lifestyle in retirement?<\/li>\n<\/ul>\n<h4>That\u2019s Why You Need Our <em>Dynamic Wealth Design<\/em><\/h4>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Financial planning is a good start, but the plan often becomes out-of-date the minute you walk out the door.\u00a0 Instead, you need a plan that is dynamic enough to protect you and your wealth against a myriad of events and possibilities that are often beyond your control. Yes, we\u2019re talking natural disasters, financial shocks, job loss, accidents, death, and disability.\u00a0 Or even smaller things that can have a big impact if they hit you at the wrong time:\u00a0 recessions, high interest rates (or low), tax law changes\u2026obviously, the list is long.<\/p>\n<p>And you need a plan that\u2019s stress-tested in advance, so you know it can help to protect you.<\/p>\n<p>Our <em>Dynamic Wealth Design<\/em> goes far beyond basic planning.\u00a0 We help you prepare for whatever life brings your way.\u00a0 And, in the meantime, keep your money working for you and help you save on taxes.[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221;][vc_column width=&#8221;1\/2&#8243;]\n<!--    <div class=\"leafs-wrapper\" data-aos=\"animate-leaf\">-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf\"><\/div>-->\n<!--        <div class=\"leaf-numbers\">-->\n<!--            <div class=\"leaf-number\">1<\/div>-->\n<!--            <div class=\"leaf-number\">2<\/div>-->\n<!--            <div class=\"leaf-number\">3<\/div>-->\n<!--            <div class=\"leaf-number\">4<\/div>-->\n<!--            <div class=\"leaf-number\">5<\/div>-->\n<!--            <div class=\"leaf-number\">6<\/div>-->\n<!--        <\/div>-->\n<!--    <\/div>-->\n    <img decoding=\"async\" id=\"clover_image\" src=\"https:\/\/normandygroup.com\/wp-content\/themes\/normandy-wp-theme\/assets\/images\/tng_logo_animation.gif?1712023125\" alt=\"clover\">\n\n    [\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<h5 data-aos=\"fade-up\">From decades of work in combination with clients and collaborative partners, a\u00a0<i>Dynamic Wealth Design<\/i>\u00a0has emerged.<\/h5>\n<ul class=\"clover-list\">\n<li data-aos=\"fade-left\" data-aos-delay=\"100\"><strong>1) Maximize Control<\/strong><\/li>\n<li data-aos=\"fade-left\" data-aos-delay=\"200\"><strong>2) Assure Lifestyle<\/strong><\/li>\n<li data-aos=\"fade-left\" data-aos-delay=\"300\"><strong>3) Protect from Creditors &amp; Predators. Leave a sense of personal responsibility to your community and Heirs<\/strong><\/li>\n<li data-aos=\"fade-left\" data-aos-delay=\"400\"><strong>4) Minimize or avoid Income, Gift, and Estate Taxes<\/strong><\/li>\n<li data-aos=\"fade-left\" data-aos-delay=\"500\"><strong>5) Plan for the value of a business<\/strong><\/li>\n<li data-aos=\"fade-left\" data-aos-delay=\"600\"><strong>6) Organize Investment and Insurance Portfolios<\/strong><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4>Helping You Live with Confidence<\/h4>\n<p>Our <em>Dynamic Wealth Design<\/em> helps you shore up weaknesses and organize your financial life.\u00a0 With a more rigorous process and thorough stress testing, this can help you feel more confident about your future.<\/p>\n<p>Our work focuses on helping your wealth stay safe from the obstacles that commonly knock people off course.\u00a0 That includes helping protect your assets from outside threats (we call them \u201ccreditors and predators\u201d) and making sure we address the gaps. Our design can help you sleep more soundly at night knowing what lies ahead.<\/p>\n<h4>Putting the Tax Code to Work for You<\/h4>\n<p>It\u2019s not what you make, it\u2019s what you keep.<\/p>\n<p>That old adage is even truer today as tax laws keep changing.\u00a0 We know taxes matter, so that\u2019s why we integrate it into everything we do.\u00a0 Our team includes a collaborative network of planning professionals. Through our team\u2019s coordinated work, we\u2019re often able to help you eliminate or substantially reduce capital gain, income, estate, generation-skipping, and other taxes.<strong>\u00a0<\/strong><\/p>\n<h4>Independent and On Your Side<\/h4>\n<p>When you seek help, it\u2019s often hard to know if you\u2019re getting real advice or a product pitch.\u00a0 As an independent firm, The Normandy Group acts as your<strong> fiduciary<\/strong>, meaning we\u2019re committed, legally, to putting your interests first.<\/p>\n<p>Our advisory services are <strong>fee-based<\/strong>, so you always know how much our services cost.<\/p>\n<h4>Ready to Handle Your Toughest Challenges<\/h4>\n<p>With geopolitical tension, negative interest rates and aggressive central banks, it\u2019s not an easy time to build wealth.\u00a0 You need financial, tax, estate and investment expertise on your side for best results.<\/p>\n<p>At The Normandy Group, we bring all of this together for you.\u00a0 Our team of specialists brings together over 65 years of collective experience, all working to help you maximize your wealth.<\/p>\n<p>Our multi-disciplinary team includes experts across these critical areas:<\/p>\n<ul>\n<li>Investment management<\/li>\n<li>Retirement planning<\/li>\n<li>Tax planning and strategies<\/li>\n<li>Estate planning strategies<\/li>\n<li>Asset protection strategies<\/li>\n<li>Insurance planning<\/li>\n<\/ul>\n<p>Our staff is dedicated to staying on top of industry trends and knowledge, so we maintain the following credentials:<\/p>\n<ul>\n<li>CERTIFIED FINANCIAL PLANNER\u2122 professionals<\/li>\n<li>Certified Estate Planners\u2122<\/li>\n<li>Certified Public Accountant partners<\/li>\n<\/ul>\n<h4>Transparent, Easy-to-Understand Fees<\/h4>\n<p>Along with experience, we\u2019re also committed to transparency.\u00a0 Many financial firms get compensated in ways that are not clear.\u00a0 Instead, we want educated clients who know exactly what they are paying.\u00a0 So you\u2019ll get your fees in writing <u>before<\/u> we get started.<\/p>\n<p>That way, there are no surprises.\u00a0 You know exactly what you\u2019re getting for your money.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]Life is full of uncertainty.\u00a0 As your wealth grows, your financial life usually gets more complicated\u2026not less.\u00a0 As a result, you probably wonder: Am I taking too much risk\u2026or not enough? What happens if the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":294,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why Normandy? - The Normandy Group<\/title>\n<meta name=\"description\" content=\"At The Normandy Group, our Dynamic Wealth Design goes far beyond basic financial planning.\u00a0 We help you prepare for whatever life brings your way.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/normandygroup.com\/why-normandy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Normandy? - The Normandy Group\" \/>\n<meta property=\"og:description\" content=\"At The Normandy Group, our Dynamic Wealth Design goes far beyond basic financial planning.\u00a0 We help you prepare for whatever life brings your way.\u00a0\" \/>\n<meta property=\"og:url\" content=\"https:\/\/normandygroup.com\/why-normandy\/\" \/>\n<meta property=\"og:site_name\" content=\"The Normandy Group\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-16T05:51:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/normandygroup.com\/wp-content\/uploads\/2019\/12\/GettyImages-1046683492-1024x683.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"683\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/normandygroup.com\/why-normandy\/\",\"url\":\"https:\/\/normandygroup.com\/why-normandy\/\",\"name\":\"Why Normandy? 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