Planning Lifetime Wealth Management

 

PRIORITIES

  • Too often we confuse rates of return and minimum required retirement distributions for what is truly important in life –  a life of abundance and accomplishment.
  • Fulfillment derives not from an extra one-half percent return on an investment, but rather from assembling adequate assets to accomplish your and your family‚Äôs Life Goals and to leave some benefit for future generations.
  • We enable you to clearly define and achieve your Life Goals.  How do we do it?

WEALTH LIFE CYCLES

  • Wealth Planning, A Part of Life Planning, involves:
    • Generating
    • Preserving
    • Distributing and Using
    • Transferring at Death

TAXES

  • Affect each step in the Wealth Life Cycle
  • Have the single most decisive impact on successful Life Planning
  • Require continuous expert planning

A successful investment manager might generate an additional 2-3% of increased performance over time.  The difference between an investment being taxed at long-term capital gains rates vs. ordinary income rates, through effective tax planning, could amount to 30% increased return, over the same time period, while taking the same risk.

 

Remember, It’s not what you make that matters…it’s what you keep!

 

TRADITIONAL FACETS OF LIFE PLANNING

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Planned Giving
  • Investment Management
  • Asset Protection

We perform all the tasks involved with successful overall Life Planning.