Customizing a Wealth Plan for You
Jonathan and his team of experienced professionals offer comprehensive and wide ranging wealth navigation for all of their clients. Once you’ve decided what you wish to achieve, your wealth plan can help guide any decisions related to all of your financial planning. As your financial situation changes, we’ll keep your wealth plan up-to-date – so you always have a roadmap to help you reach your goals.
We understand that it’s important to look at the entire financial picture, including Retirement Planning, Estate Planning, Investments, Goal Setting, Cash Flow Analysis, Debt Management, and Income Tax Planning. Some other things we can help with are:
- Maintaining your lifestyle in retirement with supplemental executive retirement plans
- Make sense of complex employee compensation packages, including employee stock options
- Diversify concentrated stock positions to reduce risk
- Plan for a change of career/business succession
- Transfer assets to family or charity tax efficiently
Creating a tailored service plan will ensure we stay on track to meet the goals within your wealth plan. Our team helps guide you through the steps of each process and can offer professional and specialized services from our team members in each of these areas. There’s an old saying that ‘if you don’t know where you’re going, any road will do’. We make sure you’re road is paved with a strategy and a plan that is best for YOU.