Financial Planning & Investment Management
Being a high-income earner means you're looking to get beyond the basics of saving for the future. You're already maxing out your 401(k), but want to save more as tax-efficiently as possible.
We work with families like yours to make sure you're maximizing all the benefits available to you as a corporate executive or business owner. This may include stock options, pension plans, deferred compensation plans, or setting up a retirement plan that's beneficial for business owners.
There are also financial planning strategies that can make sense for high-income earners.
Your Financial Goals Might Include
- Pay off your mortgage early
- Minimize the taxes you owe each year
- Funding college costs for your kids
- Maximize saving or investing for retirement
- Launch or safeguard your own business
- Make sure you have enough insurance to cover your risk exposures
- Have freedom to give back to a charity or church
Financial Planning: Tell your Money How to Work for You
Your situation is unique, which is why we deliver highly-customized financial plans. We help you identify your goals and the resources you have available to reach those goals.
After designing your plan, we connect with you regularly to motivate you to milestones, celebrate accomplishments, and identify obstacles we can avoid. This extra attention also helps us to make changes when life goals or priorities change.
Wealth Management: Take Stock of Your Investment Options
Management of your investments should include careful consideration of a wide range of factors, from taxation to diversification. Each factor impacts your portfolio and determines what types of investments are most appropriate. Your current life phase, and the one you’re moving toward, tells whether growth or preservation is most important.
STRUCTURING YOUR PORTFOLIO
Together, we decide the percentage of stocks, bonds, funds, or other investments. Next, each investment is carefully assigned an account type based on tax implications.
TYPES OF INVESTMENTS
Investments we may use include:
- Individual stock
- Exchange traded funds (ETFs)
- Mutual funds
- Alternative investments
Financial Blueprint Design
The lifestyle you live now (and the one you want to create) shapes how your finances should be managed. Everyone has different priorities and goals, so no two financial blueprints are the same. Regardless of which financial services you need, we start by developing a blueprint to guide us toward success.