Advanced Planning

You are likely to have wealth management needs that go beyond traditional investment consulting.  Our advanced planning process coordinates the expertise of professionals to address concerns specific to you in the following 4 areas:


  1. Wealth enhancement aims to improve net returns by understanding your cash flow needs while minimizing the impact of taxes.

  2. Wealth transfer seeks effective strategies to keep you in control of how you ultimately transfer assets to your heirs.

  3. Asset protection aims to protect your wealth against extended health care needs, potential liability issues, and other privacy or security concerns you might have.

  4. Charitable gifting seeks effective strategies to fulfill your charitable goals. It is most effective when coordinated with the three services above.


After your advanced planning areas of concern and potential solutions are identified, we present these to you in a wealth management plan.  At that point, you determine what issues are most important to you and we develop a coordinated plan of action.