Everyone has a Financial Ecosystem.
We navigate your Financial Ecosystem by clarifying your goals, coordinating an efficient investment strategy and managing communication between all parties to help create better financial outcomes.
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The Financial Ecosystem
A typical Financial Ecosystem is comprised of Parts, People and Plans which are treated as individual commodities. As a result, they often lack strategic coordination.
PARTS
Parts are the ‘What’. Parts typically include a collection of taxable and tax-qualified investments in a variety of different vehicles (e.g., trusts, partnerships, brokerage accounts, qualified plans) each containing different investments such as stocks, bonds, hedge funds, business interests, insurance contracts, annuities or real estate holdings. All with the intent of increasing or preserving your net worth.
PEOPLE
People are the ‘Who’. They typically include family members, business partners, accountants, attorneys, investment advisors and any other professional business alliances. Most importantly, this includes YOU, by providing direction, purpose and meaning for your Financial Ecosystem.”.
PLANS
Plans are the ‘How’. They are the composite result of the ‘intellectual capital’ provided by the People in order to accomplish a target objective. Plans can include investment, retirement, financial, estate, asset protection, business succession and charitable giving plans.
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