What does your ideal life look like? We prioritize helping our clients establish goals that lead to a fulfilling life dictated in their own terms. Our clients are able to do things that are fundamentally important to them such as traveling, gifting to their kids, buying a vacation home, planning for long-term care, and most importantly, not having to worry about money. Without worrying about money, clients are able to improve their health and well-being so they can truly live their ideal life.
What kind of legacy do our clients want to leave to their loved ones? We focus on the lifestyle planning needs of surviving spouses & family. Some basic legacy planning aspects that most people overlook:
- How are assets to be distributed upon the death of loved ones?
- Do our clients want to protect their loved one’s future inheritance against possible divorces, creditors, or lawsuits?
- Do they want to protect their kids against being unintentionally disinherited due to poor planning?
Investment and Income Taxes. Do the investments that provide a growing income stream keep up with inflation and support a sustainable lifestyle? Are the investments designed for accumulation? What is our client’s tax bracket currently, and what will be in the future based off cash flow needs? The overall financial plan will provide the clarity needed and serve as the investment benchmark for our client’s overarching financial plan.
