Our integrated, fee-only financial planning combines all aspects of our clients' finances, including investment management to develop a cohesive strategy focused on their specific, evolving needs. We work with our clients to identify opportunities, limit financial risks, minimize tax liabilities, and plan a lifetime financial strategy.
Whether you are just starting the process of accumulating wealth or you are planning for your retirement, our skilled and experienced staff will develop a plan that is reliable, yet flexible to account for all of life's exciting events.
Whether you are just starting the process of accumulating wealth or you are planning for your retirement, our skilled and experienced staff will develop a plan that is reliable, yet flexible to account for all of life's exciting events.
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As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes. Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.
Our initial financial planning work will illuminate the role your investments play in your life. For many, investments need to be drawn upon to cover living expenses, charitable giving, or other expenditures. For others, there is little or no current need to draw upon their investments and their focus is on future growth.
The exercise of planning for one's death is never an easy one, but it is a necessary one. Our initial role in this area is to help you to discover what your objectives are. For some, minimizing estate taxes is important. For others, passing assets to their children in a non-disruptive and healthy manner is their primary goal.
Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy. As your financial planner, we become more familiar with your overall financial situation than your accountant or tax attorney. This gives us the ability to identify multi-year tax minimization strategies that in many cases can materially lower your tax liability.
Your financial plan is not likely to plan on disability, a premature death, a lawsuit, or a significant loss of property, but we all know these unfortunate circumstances do occur. Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks.
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Courtney Reckord
Oct 05, 2018
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