Wealth Planning

We’ll proactively manage your wealth to make the complex simple and customize a financial plan to help you reach your goals.

The Confident Wealth Experience®

Ongoing Advice and Support for Confident Wealth Coordination

For us, managing your wealth starts with a relationship that delivers leadership, creativity and confidence. We’ll proactively manage your wealth using our unique processes to make the complex simple and customizing a financial plan to help you reach your goals. Our professional team becomes your resource for nearly all things financial, and taps into the depth and experience of a professional network of solutions like no other.


The Discovery Conversation®

Discovering Your Past and Envisioning Your Future
  • ‍Identify what’s important to you and your participants and what you want to change and improve
  • ‍Inventory your assets, liabilities, income sources and expenses
  • ‍Determine areas where we can add to your value, discuss how to engage with us and review our service levels

Your Confident Wealth Strategies®

Your Roadmap to Success
  • A written assessment of your existing holdings and strategies to identify strengths and weaknesses
  • Detailed analysis of retirement income planning, education savings, risk management, asset allocation, tax efficiency, cash flow, and estate planning.
  • Benchmark where you are compared to where you want and need to be and perform a gap analysis.

Your Confident Wealth Action Plan®

Putting Your Plan in Motion
  • ‍Specific investment recommendations and financial strategies based on your plan
  • ‍An individualized checklist and timeline to help support your progress
  • Establish new accounts, fill in insurance gaps, restructure liabilities and take other action items as needed. 

The AdvisorLink Advantage®

Coordinating a Treasure Trove of Experts to Support You
  • Referrals to other trusted resources to help implement parts of your plan as needed or work within your existing advisory team
  • Accounting and legal, insurance, pension administration, banking and mortgage
  • Business and entrepreneurial coaching

The Confident Wealth Monitor®

Keeping Our Hands on the Wheel
  • Investment portfolio and wealth strategy reviews at regular intervals
  • Your Confident Wealth Hub – a web based system that gives you a daily updated single view of your financial life
  • Goal progress monitoring to keep you on track and adjust as needed

The Confident Care System®

Guidance for Navigating an Unpredictable Future
  • Regular communication via calls, meetings, and electronic messages with timely responses to all inquiries
  • Assistance with navigating the financial implications of life’s various transitions
  • The Opportunity Evaluator – perspectives, processes, shortcuts, timesavers, thinking templates, and leadership for tackling your future needs.

The Confident Wealth Hub®

Consolidate, Coordinate and Clarify – We Make Wealth Management Simple

By understanding and simplifying your family’s financial life, we offer the genuine support and direction that can only be found in a personal relationship built on trust and mutual respect. More than assisting with the management of your wealth and finances, we consolidate and coordinate your legal, tax and other professional advisors into a single plan to give you more clarity and control over your financial future.*

The Confident Wealth Hub Overview

Financial Coordination for Professionals

Direction for Your Future as Your Life and Wealth Become More Complex

Whatever your role or profession, we’ll help you navigate important financial information, and provide specialized solutions to complicated tax, estate, investment and insurance issues.

Business Owners

It takes talent and tenacity to turn small ideas into big ones and make a business grow and prosper. People like you like to succeed and want to protect the value of their assets. We’ll help you establish your financial goals and guide you down the path to growing and transitioning your successful business.


Your day is measured by meetings and briefings, reviews and deadlines. You’re paid to make the big decisions that help a business grow and prosper. We provide advice and ongoing support for people like you who have little time to focus on managing the various demands of your financial life and goals.


Your days are focused on hospital rounds, sick patients to heal, families to comfort, questions to answer. It’s hard to place a value on what you do, and that’s why we help physicians dedicated to caring for others and providing for their families with little time to take care of themselves.


You’ve dedicated your life to the game. You’re expected to make the big plays, and you continue to make it happen time and time again–for your team, for your fans and for your family. Sometimes, you only get one chance to get it right, and we’ll help you make the right decisions to maximize your career earnings for life beyond the game.

*Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.

Plan for a better financial future.

Manage life’s home runs and curve balls with clear advice, personalized guidance and supportive leadership to create a more confident financial future.

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