FAQs
The Firm
In addition to traditional investment services, we give our clients unbilled access to an in-house team of tax planners, estate planners, and real estate professionals.
Unless your net worth exceeds a certain threshold (think $25M+), large national firms won’t offer much in the way of client services. Additionally, none of these firms provide in-house tax and estate planning to clients of any size and instead refer out to experts who each bill clients separately.
Contrary to popular belief, very few wealth management firms offer tax and estate planning to their clients. That includes all of the large national firms, who refer clients out to third party resources.
We are not a virtual family office. All of our experts are employed directly by the firm and work only for our clients.
The People
Yes, all of our tax, estate, and investment professionals are in-house and available as resources to our clients throughout their lifetime at no charge.
Aside from a nominal cost for the initial setup of your estate plan, you and your family have lifetime access to tax, estate, and investment advice at no charge.
The Process
Our typical process from introduction through onboarding can be found here.
Our seminars largely focus on estate planning, including practical steps to avoid probate and pass your assets to beneficiaries in a tax-efficient way. We touch on investments and tax planning, as well. Seminars typically last 60-90 minutes (including Q & A).
The Products
In the right situation for the right client, an annuity can help mitigate longevity risk and provide a guaranteed income stream. We continually evaluate these products and educate our clients on which options may be a good fit for their overall retirement plan.
Most financial firms look for the shortest path from meeting you to collecting a fee to manage your money, so they lean toward a “cookie cutter” approach. Our team explores a wide variety of strategies and products and educates our clients on the options we believe can provide the greatest benefits.