Clarity comes through something we call the Wealth Management Process. Clients determine the life they want and the life they don’t want. We quantify the cost of each path. By exploring this road and the choices they face, clients are better able to clarify their financial and legacy goals.
Financially established people often have multiple sources of income as they transition into retirement. These sources of income may include: business income, cash from the sale of a business or real estate, IRA distributions, pension distribution, rental income, royalties, and Social Security. Our consultive solutions seek the most efficient staged income process that integrates asset risk, income security and tax efficiency.
The Wealth Management Process is a series of steps that we work through with clients to establish our partnership, determine goals, create and execute a plan and monitor its progress. Clients often learn a lot about themselves during the Discovery phase. It is during Discovery that clarity begins.
Stages of life and changes in circumstances can and often do affect plans, and are accounted for in regular progress meetings. Our experience with both financial markets and previous client partnerships allow us to map potential roadblocks to your goals. We help you to avoid those pitfalls with solutions that have helped others. Capstone solutions are established through our disciplined consultive process and not through a product sales approach that many have previously experienced.