We will regularly monitor your financial and implementation plans, provide periodic updates and analysis, work with you closely on implementation steps, and review and monitor your investment portfolios to assure that your investment strategy is intact. We will recommend modifications when needed to keep you on course.
For our individual clients – Our planning process creates a road map to help them achieve long-term personal and family goals, including investment strategy and asset allocation, risk-management (insurance), executive and company benefit utilization, tax-aware asset distribution strategy, and estate planning strategies.
For our business clients – Our planning process typically starts with what is important to the firm in employee retirement and/or benefits planning. Over time, the planning frequently begins to coordinate the business owner’s business planning with the personal planning (as described above).