We provide a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams life.
Our financial planning team provides clients with strategies for financial, investment, estate, business succession, tax and philanthropic planning, and a range of wealth management consulting services.
Wealth planning is more than just planning how to manage your finances and budgets. It is about planning to create a continual flow of income to fund your lifelong dreams. This is what we call having a Sound Approach.
Holistic Financial Planning Involves Understanding Your Needs
The 8 Step Wealth Management Process takes a holistic approach to financial planning. Through a written customized wealth management plan our team addresses the various areas of financial planning including tax minimization planning & estate planning (as it relates to investments), retirement income planning, philanthropy, business succession. The process takes our clients through a number of meetings, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular financial planning reviews to help ensure you always remain on track for your goals.