Customized Advice and solutions
Our most active, complex and sophisticated relationships desire ongoing wealth management, advice and services. Through our process known as The Financial Coordinator Solution™, we deliver leadership, creativity and the confidence of a trusted guide. These proactive relationships often include pieces of our Financial Planning and Product Solution levels, but extend to providing solutions to complex tax and estate issues as well.
The Financial Coordinator Solution™ offers you a trusted “go-to” resource for nearly all things financial, and taps into the depth and experience of a professional network of solutions like no other.
Click the image below to learn how The Financial Coordinator Solution™ can help you:
MORE THAN SIMPLY ASSISTING WITH THE MANAGEMENT OF YOUR WEALTH AND FINANCES, we work to coordinate your legal, tax and other professional advisors bringing them together to mesh effectively into a single plan. Having more than one professional advisor – each with differing disciplines – can be beneficial. Having more than one plan is not. You only have one life and thus, you only need a single plan coordinating all of your advisors to work together to maximize your potential. OneLife. One Plan.
By consolidating and simplifying your family’s financial life, we offer the deep support and understanding that can only be found in a personal relationship built on trust and mutual respect. In doing so, we act as a reliable guide for busy people, helping them navigate the abundance of available information, while also providing specialized solutions to complicated tax, estate, investment and insurance issues, and other important financial matters.
WEALTH MANAGEMENT SYSTEM
The Success Monitor™ stage of our system centers around our web based Wealth Management System, which is an integral part of our how we monitor your plan on an ongoing basis. The Wealth Management System allows you to see your entire wealth picture in one snapshot. In addition, as your advisor, it provides us with real time data on all of your holdings regardless of where they are located.
Wealth Management services are individually priced and are provided through a fixed retainer fee based on the complexity and details of your overall wealth picture.
For a brief overview of this system, please click on one of the demos below:
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Total Wealth Management services are individually priced and are provided through a fixed quarterly fee based on the complexity and details of your overall wealth picture.
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