As featured in “New Frontiers in Wealth Management” on Bloomberg
Our process enables clients to understand the various ways to meet their needs and goals. This interactive approach is provided through a vast menu of financial planning and wealth management services for both individuals and businesses. Our team of Advocacy consultants offer independent review and guidance in determining an integrated solution for you, your family, or your employees while optimizing the plan towards your goals.
Our experts walk clients through our eight-step Advocacy Management Process™ providing a coordinated and comprehensive planning solution to ensure clients are on a clear path to reach their goals. This engaging and collaborative process integrates investment management, estate planning and asset protection while keeping tax efficiency in mind. Our education provides clients the ability to understand their decisions, thus allowing them to take ownership of the planning process. Discover what’s possible for you with our Advocacy Management Plan™ which assures continual progress towards achieving your life and corporate goals.
We feel that it is critical for a business owner to understand what is often their largest asset, their business, as well as its impact to family members and employees – especially when contemplating a transition of the business. Whether the desire is to pass the business on to children, a management team, sale to a third party, or establish an ESOP, there is a tremendous amount of planning that must take place, within the business and for the owner personally. The more prepared a business owner is both financially AND mentally for a transition, the more effective the transition will be for the owner and all those he or she cares about. Whether you are thinking about an exit this year or in 10 years, members of our Advocacy Planning Team are part of the national association of Certified Business Exit Consultants™ and can help you:
- Establish your goals
- Evaluate your exit options
- Measure your current financial position – both personally and within your business
- Put a plan in place to achieve your goals
- Walk you through the execution of that plan to ensure a successful exit
The world is constantly evolving and so is one’s life. We are here to help those that go through some of life’s most difficult and impactful challenges. Whether you are going through a divorce, loss of a loved one, or are simply looking for a firm that has the desire and skill set to meet the growing needs of today’s woman, our Women In Transition Team is prepared to assist in creating a plan just for you. It is an integral part of our process that our clients are empowered to make educated decisions so they can feel secure around their finances.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money affects the financial decisions you make every day. When you understand what your money means to you, you can make clear, smart choices about your financial life.
Click below to “Learn Your Money Mind®”