Live Your Life Proactively

Our Proactive Wealth Process is designed to ensure that every client gains a complete understanding of the important financial decisions faced throughout a lifetime.

Proactive Wealth Process

It is extremely important to us that our clients are exposed to learning and understanding the many financial related topics that can affect their lives and the lives of their loved ones. With this in mind, we have developed a distinctively different approach to educate our clients in the myriad of options available, especially as it pertains to strategizing for their assets, liabilities, protection and planning. We call this our Proactive Wealth Process.

Whether it is asset management (investing money), liability management (mortgages, equity lines, etc.), protective strategies (life insurance, long term care, disability etc.), or legacy planning (wills, trusts, estate tax planning, etc.), we want our clients to be the most knowledgeable financial consumers they can be.

Each quarter we focus on a different topic. It is our goal to make the quarterly topic a starting point to open up discussions about the given subject. We believe that utilizing our Proactive Wealth Process will help put an end to procrastination and help create a disciplined approach to investing and planning. This process is designed to allow the client to rest easy knowing that it covers and addresses most aspects of one’s financial life.

Our 4 Quarterly Topics

Asset Management

Investment Policies
Goals and Objectives
Tax Planning
Asset Allocations
Growth Strategies
Income Vehicles
Alternative Investments

Liability Management

Home Equity Lines/Loans
Portfolio Equity Lines
Personal Debt
Letters of Credit

Protective Strategies

Life Insurance
Long term Care Insurance
Buy-Sell Agreements
Key-Person Planning
Disability Strategies
Retirement Planning

Legacy Planning

Gifting Strategies
Wills and Trusts
Powers of Attorney
Life Insurance
Estate Tax Planning
Generational Transfers
Business Succession Plans

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