Wealth Management

Tax can reduce net returns by over 50%. If you have personal or corporate savings, a tax-efficient investment strategy is paramount. Many legitimate options exist to reduce or eliminate tax altogether. Make tax-efficiency a priority; no other issue impacts your goal achievement more than tax. We have solutions.

You define it, and we build it.  Our personalized wealth strategies are rooted in a plan that is unique to you.  No two are the same.  By asking the right questions, we can help you identify your planning goals and limitations, allowing us to create a plan that enables you to achieve your objectives on budget and on time.  We work with you and your other professional advisors to make sure you maximize your opportunities, manage risk, and minimize tax.Our team is here to put together your integrated plan and work with you to see it through to successful completion.

WHEN?

It is never too soon or too late, but you need a plan.  Setting goals is where it starts.  When do you want to retire, and how much would you like to have to spend?  You don’t need to be precise, but we need to get pointed in the right direction.  And if you’re close to retirement or already retired, we need to make sure your resources last you a lifetime and incur the least amount of tax possible.

WHY?

This will be your largest investment in your lifetime and to do it without a plan is pure folly.  No one ever accomplished anything meaningful without a vision of what the future might be.  We put the meat on the bones of your retirement plan and explain the options in a language you can understand.

WHAT?

It’s a written plan that includes savings and investment recommendations. Options for minimizing tax, using trusts and/or a corporation if you are incorporated to make sure you can retire without worry. And includes a risk analysis to ensure you and your family are protected al the way through.  It is also a collaborative plan that is shared with your accountant and lawyer to make sure we are all pulling in the same direction.

Retirement often leads to greater financial complexity. Our comprehensive retirement income planning process includes investment strategies, risk-management, monitoring and adaptation throughout the different stages of retirement.