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Executive Advantage
As a corporate executive, you seek success and demand excellence. When you set about to build a financial plan, you want to cover all bases and leave no stone unturned. We work as a team to help you:
- find a quantifiable road to an outstanding “second chapter” of your life.
- have financial independence in the most creative and sound manner for you and your family.
- identify your needs so you can find the best advisors to carry out your plan.
- examine as many possibilities to obtain the best possible outcome.
Planning Advantage
So what more can you do when you have diligently saved and are on your way to a strong financial foundation? Build on it! Together we will work to define:
- a clear path to your retirement vision.
- future care for you and your family.
- current and future opportunities in the areas of taxes, investing, risk minimization.
- the signs for new possibilities as they develop.
Planning Advantage II
Our alternative to the Planning Advantage allows for those with limited complexity to save money and consider an alternate year financial review approach. This plan allows you to leverage the skills and capabilities of both our Planning and Investment Teams as they work to help you achieve your short and long-term financial goals. This plan includes the benefits of the Planning Advantage as well as:
- analyze your current holdings for concentrated positions and allocation.
- provide consultation to help you select the appropriate risk tolerance to meet your objectives.
- portfolio management and consultation through a strategic approach.
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