Certain clients enjoy heightened benefit from our services, including those who...
VALUE a holistic view of their financial well-being
Clients who benefit the most from our services often exhibit the following:
Appreciate a long-term mindset
Recognize various aspects of personal finances are interconnected (i.e. cash flow affects assets, assets affect goals, goals affect retirement, and all of the above affect taxes, etc.)
Understand returns are a function of risk
Have no involvement as day traders
Resist reacting to market commentary or the latest tweet
Approach pending retirement openly, or have already retired
REALIZE the need to analyze complexities
Clients who benefit the most from our services are open to topics such as:
Retirement planning
Tax planning
Estate planning
Charitable giving planning (maximizing)
Social security interaction (strategies regarding claims)
Corporate benefit realization (including stock options, RSU’s and non-qualified plans)
Cash flow management
DESIRE Investment Guidance
Clients who benefit the most from our services identify with certain resources and goals such as:
The possession of investable assets in the amount of $250,000 & greater
A desire to plan for retirement distributions & source income planning
A desire to plan for asset allocation, diversification, & management strategies
A desire to plan for gifting strategies
