Purpose
pur·pose
Something set up as an object or end to be attained; by intent
Prepare
pre·pare
To work out the details of; plan in advance
Protect
pro·tect
To help save from contingent financial loss; to cover or shield from exposure, injury, damage, or destruction
Perpetuity
Purpose
Our first intention to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
On your end, it's important to us that we hear from you on:
✔ What is the purpose of your wealth?
✔ Do you know what your investment objectives are?
Prepare
We understand the challenges families face today.
From managing debt to saving for college or retirement, personal finance challenges can be overwhelming.
Discussing your options for how to anticipate those obstacles is an ongoing conversation, where we will find answers together for common questions like:
✔ What goals are you and your family preparing for?
✔ What costs should you be anticipating?
✔ How should your estate be set up to avoid probate?
Protect
We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Some of the more thought-provoking areas we will discuss are:
✔ What strategies are needed to help preserve your capital?
✔ Risk vs. Return?
✔ Where is your risk threshold?
Perpetuity
Our energy and efforts are focused on you, the client, and your satisfaction. We are committed to providing a smooth transition of wealth to your chosen successors to help you fulfill your goals of caring for your loved ones long after you are gone.
Important areas of generational legacy planning to consider:
✔Are we spending, building, preserving or leaving accumulated wealth?
✔ Is there charitable intent?