{"id":899,"date":"2022-01-04T21:41:54","date_gmt":"2022-01-04T21:41:54","guid":{"rendered":"https:\/\/normandygroup.com\/?p=899"},"modified":"2022-01-04T22:29:23","modified_gmt":"2022-01-04T22:29:23","slug":"dynamic-wealth-design","status":"publish","type":"post","link":"https:\/\/normandygroup.com\/investing\/dynamic-wealth-design\/","title":{"rendered":"Dynamic Wealth Design"},"content":{"rendered":"

Here at The Normandy Group, our CERTIFIED FINANCIAL PLANNER\u2122 professionals created a financial paradigm called a Dynamic Wealth Design. This paradigm has emerged over decades of work in combination with clients and collaborative partners.\u00a0 A Dynamic Wealth Design is living and breathing, just like our clients.\u00a0 As peoples\u2019 lives change, so do their goals.\u00a0 Our Dynamic Wealth Design is built to anticipate and endure the inevitable changes life brings.\u00a0 Each element within the design plays an essential role in the financial planning process along with the collaboration of strategic partners.\u00a0 These may include a client\u2019s estate planning attorney, tax professional, and other key advisors.\u00a0 The objective is to create a collaborative environment with a determined focus on successful outcomes.\u00a0 The Normandy Group\u2019s logo is symbolic of our Dynamic Wealth Design.\u00a0 Let\u2019s take a look:<\/p>\n

\"\"<\/p>\n

Each petal of the logo represents a component of the Dynamic Wealth Design.\u00a0 The goal of each component is as follows:<\/p>\n

    \n
  1. Maximize Control<\/li>\n
  2. Assure Lifestyle<\/li>\n
  3. Protect from Creditors & Predators. Leave a sense of personal responsibility to your heirs and community<\/li>\n
  4. Minimize or avoid Income, Capital Gains, Gift and Estate Taxes<\/li>\n
  5. Plan for the value of a business<\/li>\n
  6. Organize Investment and Insurance Portfolios<\/li>\n<\/ol>\n

    By developing and implementing strategies to address each component within the design, the opportunity to create a financial foundation that can help one to live their best life can be realized.\u00a0 The CERTIFIED FINANCIAL PLANNER\u2122 professionals at The Normandy Group are focused on assisting clients in accomplishing their goals for, at, and throughout retirement.\u00a0 We understand that life is full of uncertainty and an effective way to prepare for and manage uncertainty is through a process that is as dynamic as you are.<\/p>\n

    It is our belief that creating and adhering to a plan of action can bring peace of mind when adversity strikes.\u00a0 The years 1987, 1998, 2001, 2008, are excellent examples of this.\u00a0 More recently, 2020, the beginning of a pandemic demonstrated that major short-term volatility to the downside might not have a significant effect on longer term goals.\u00a0 By regularly updating financial objectives and working the plan, our Dynamic Wealth Design offers a potential to overcome vulnerabilities induced by disruptive economic events.\u00a0 Our Dynamic Wealth Design is customized to individual aspirations and is optimized for clients to live with confidence.<\/p>\n

    As we head into 2022, The Normandy Group will be creating a series of videos which will focus on our Dynamic Wealth Design.\u00a0 Please keep an eye out for them as we release them periodically on our YouTube channel, The Normandy Group.\u00a0 We will also be posting them in a video section on our website, www.normandygroup.com.\u00a0 Our goal is to provide short, engaging, and educational videos.\u00a0 If you find the content interesting, please do not forget to like our videos and subscribe to our channel.\u00a0 We encourage people to share these videos with others who may find them useful.<\/p>\n

    The CERTIFIED FINANCIAL PLANNER\u2122 Professionals and Certified Estate Planners\u2122 at The Normandy Group<\/a> offer serious financial insights for today\u2019s complex world.\u00a0 By combining investment, tax, risk transference techniques and estate planning strategies we can help you to provide clarity to your goals. Contact us<\/a> today for a complimentary consultation.<\/p>\n

    The Normandy Group Team is ready to quarterback your wealth planning needs now and into the future.\u00a0 Thank you for your continued confidence and trust.<\/p>\n

     <\/p>\n

    Download<\/a> our free eBook “6 Simple Steps to a More Confident Retirement”:<\/em><\/h4>\n

    \"eBook<\/p>\n","protected":false},"excerpt":{"rendered":"

    Here at The Normandy Group, our CERTIFIED FINANCIAL PLANNER\u2122 professionals created a financial paradigm called a Dynamic Wealth Design. This paradigm has emerged over decades of work in combination with clients and collaborative partners.\u00a0 A […]<\/p>\n","protected":false},"author":8,"featured_media":903,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[13,11,3,2,4,12],"tags":[],"acf":[],"yoast_head":"\nDynamic Wealth Design - The Normandy Group<\/title>\n<meta name=\"description\" content=\"Here at The Normandy Group, our CERTIFIED FINANCIAL PLANNER\u2122 professionals created a financial paradigm called a Dynamic Wealth Design.\" \/>\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\/investing\/dynamic-wealth-design\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamic Wealth Design - 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