YOUR WEALTH

A FINANCIAL PLAN FOR SUCCESS

Do you know the average age 50+ investor with a financial plan enjoys 3X the net worth ($1,002,975 vs. $338,418)* of their unplanned peers? The secret to living well, is planning well. And the best financial plan contemplates all four dimensions of wealth: growing, protecting, spending, and passing your wealth. What's in your plan?
*Lusardi, Annamaria, and Mitchell, Olivia S., "Financial Literacy and Planning: Implications for Retirement Wellbeing," May 2011

 
Growing Wealth

GROWING WEALTH

What’s the secret to building wealth? Don’t let the Sirens of Wall Street crash your portfolio onto the rocks with sweet songs about picking stocks and timing the market for big returns. Focus instead on what you can control and let capital markets build wealth on your behalf.

Protecting Wealth

PROTECTING WEALTH

Is your wealth at risk? It only takes someone falling in your driveway or an accident with an un-/underinsured motorist to put your wealth in jeopardy. Our objective analysis will help you determine what coverage is appropriate so your financial well-being isn’t left to chance.

Spending Wealth

SPENDING WEALTH

Will you outlive your money? Making sure clients don’t run out is our top priority. We’ve spoken internationally on withdrawal rate sustainability in retirement and even created the application Wealthcast™ to model and stress-test portfolios for more peace-of-mind.

Passing Wealth

PASSING WEALTH

What will be your legacy? While nobody likes to ponder their own mortality, preparedness is one of the best gifts you can give your loved ones. Want to make a lasting impact with a charitable gifting strategy? We love helping clients change the world for the better.