Generational Investing Roadmap

Let’s start the process with you:

• Initial Fact Finding Meeting: Let’s meet to get a sense of who you are, your background and career, and the special factors that make you who you are.

• Life Goals: We will discuss any past investments you may have, career goals, and any future plans to keep your success and how we can support that with your investments. 

• Financial Planning: Let’s get serious about your finances and make it work to meet your goals. We’ll look at your income and budget, then plan out those important purchases like your next travel adventure. 

• Portfolio Plan: We’ll take a deep dive into your current situation and evaluate which strategy will work best for you and what makes sense with us. Caution: high expertise here- whether it’s a group of high performing mutual funds, or a set of growth stocks that are exciting for you. We’ll put together a sophisticated plan and explain it all.

• Game Plan: We seek out companies that fit your values, beliefs, and goals. Once we evaluate them with you, you will have a complete picture about what your investment portfolio will look like. 

• 24/7 Constant Support: For anything such as buying that first townhome or a stock you heard about we are here for you. The kind of engagement you cannot just get through a call center representative, but you can get with our team as we are 100% dedicated to you. You’ll also have access to the cutting edge technology of our leading custodian. You will be set up with an account where you can check on your investments at any time you like.

 

Let’s start the process with you:

• Get to Know You and Your Family: Let’s meet to get a sense of who you and your family are, your background and career, and what you want your end result to be. 

• Life and Family Goals: We will discuss any past investments you may have, your career goals, your family’s needs, and any future plans to further your success.

• Retirement Planning: Let’s get serious about your finances and making it all work. We’ll look at your income and savings to best prepare your investments for when you hit retirement. 

• Portfolio Strategy: We’ll take a deep dive into your current situation and what might make sense with us. Caution: high expertise here- whether it’s a group of high performing mutual funds, 529 plans, or a set of growth stocks that are exciting for you. We’ll put together a sophisticated plan and explain it all.

• Prioritizing your wealth: We seek out companies that fit your values, beliefs, and goals. Once we evaluate them with you, you will have a complete picture about what your investment portfolio will look like. Deciding how to allocate your money is important. Whether it’s in savings, a retirement plan, or a 529 plan, we’ll make sure your investments are in the best position for you family’s successful and security.   

• We’re Here, for Anything You Need: From creating your kids’ college strategy, some stock you heard about or whatever is on your mind. The kind of engagement you just cannot get through a call center representative, but you can get with our team since we are 100% dedicated to you. You’ll also have access to the cutting edge technology of our leading custodian. You will be set up with an account where you can check on your investments at anytime.

 

 

 

Let’s start the process with you:

• We’re Pleased to Meet you: Let’s meet to get a sense of who you are, your past career accomplishments, and your current pursuits. 

• Retirement Goals: We will discuss any past investments you may have, your third act goals, and any future plans to continue your success.

• The Third Act: We’ll take care of your investments so you have the opportunity to pursue any new dreams, challenges, or passions you may have.

• Estate Planning: Let’s get serious about your finances and make it work to fit your goals. We’ll look at the total wealth you have accumulated and find ways to use your investments to make an impact for your family. In addition, we will advise you on how to structure your will so that it is beneficial for you and those you care about.

• Portfolio Construction: We’ll take a deep dive into your current situation and evaluate which investing strategy works best for you and what make sense with us. Whether it’s a group of funds, dividend stocks and bonds that match your needs; we’ll put together a sophisticated plan and explain it all. We seek out companies that fit your values, beliefs, and goals. Once we evaluate them with you, you will have a complete picture about what your investment portfolio will look like. We can help you decide how best to provide for your grandchildren while avoiding special taxes, such as the generation skipping transfer tax.

• We Want to Help You: For anything such as buying a vacation home, some stock you heard about or whatever is on your mind, we are here to help. 

• Multigenerational Planning: You can work with our team which is 100% dedicated to you. You’ll also have access to easy-to-use technology from our leading custodian. You will be set up with an account where you can check on your investments at anytime.