Concerns & Process

“The will to win, the desire to succeed, the urge to reach your full potential ...
these are the keys that will unlock the door to personal excellence.”
-Confucius

 

  • Financial Planning1
    Be successful at financial planning by letting me create the right blueprint for you.

 

Common Planning Concerns

Asset Distribution

Effective and efficient distribution of assets to heirs. Consider family dynamics when designing planning solutions.

Asset Protection

Protect existing assets from excessive tax burdens and potential undesirable future creditors.

Asset Shifting

Reposition hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

Business Succession

Allow owners to maximize the value of the sale of their businesses to heirs, key person insiders or third party buyers.

Charitable Opportunities

Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.

Estate Equalization

Proper ownership arrangements of estate assets in order to ensure maximum estate tax benefits.

Family Income and Security

Ensure that the maximum human life value is protected. Coordinate investment objectives with risk tolerance and time horizon.


Our Process

Initial Meeting

Prioritize your concerns and objectives.

Discovery

Gather factual data along with supporting documentation in order to thoroughly understand your goals and objectives. Additionally, we utilize the Discovery meetings as a way to fully understand your current situation.

Design

Present strategies to achieve your objectives and protect human capital* risks.

Recommend

Collaborate with your circle of advisors.

Implement

Implement and follow up with your plan. 

Plan Summary

Together, we regularly monitor and update the plan in order to adapt to changing objectives or conditions. We establish long-term, permanent relationships with our clients that deepen over time through working together.

* Human capital is defined as the present value of future labor income.