Integrated Planning

In our model, integrated planning is twofold. We focus on the alignment of a client's personal and business goals, as well as the coordinated efforts of their advisory team, to ensure their plan is implemented and remains current. This approach results in peace of mind for our clients as their specific wealth planning goals are being addressed.

Our integrated planning services include, but are not limited to:

• Understanding family goals and objectives
• Projected cash flow needs
• Analysis of current net worth and estate planning documents
• Review and recommendation of wealth transfer techniques
• Insurance review (life, disability, long term care, property & liability)
• Review of personal tax situation and savings and deferral opportunities
• Retirement plan review, including beneficiary designations
• Review of current investment portfolio
• Discussions of charitable giving and related planning techniques
• Coordination of action steps with other professional advisors
• Facilitation of family meetings