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PLANNING DEMANDS A PROCESS

 

FAILURE REQUIRES NO PLAN; SUCCESS DOES.

You need a plan. We believe it firmly and have seen the results of great planning time and again. But planning can’t be slipshod and off-the-cuff. When we’re talking about your entire future, it demands a process.

GROWTH AND PROTECTION PLANS

 

WE ALL NEED TO COVER OUR ASSETS.

There are two ways to take care of what you’ve built, and what you’re continuing to build or earn: growth solutions and protection strategies.

 

To do this, we bring three specialty approaches to address capital growth, and to reduce or even eliminate taxation in some cases. They are:

  • INSURED ASSET TRANSFER

  • CORPORATE INSURED ASSET TRANSFER

  • WEALTH MAXIMIZATION / TAX MINIMIZATION

Whether we are working together to develop a specific investment approach, insurance protection strategies, or tax-advantaged structures, our focus remains clear: it’s about you and your goals, not the products, solutions or tactics.

OUR 5 STEP PROCESS IS CLEAR

01/

DISCOVERY

We’ll start by working with you to uncover your short-term and long-term goals so that we clear on the outcomes that matter most to you. It will guide all of our collective actions.

02/

ANALYSIS

We’re responsive, but we don’t rush our advice. Our team will research solutions that can move you toward your goals in a manner that meets your circumstances, risk tolerance and that aligns with what matters most to you.

03/

PROPOSAL & SOLUTION

We’ll present a strategy that clearly shows a path from your current situation to your desired outcomes. There will be options and you’ll make the decisions on how we proceed together.

04/

IMPLEMENTATION

Your customized plan will be put into action and our team will do as much of the heavy-lifting as possible.

05/

REVIEW

Plans are processes, not events. Together we will periodically review your goals, your lifestyle and make adjustments to the plan as needed.