Our Services
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TAX & Financial Planning

Our approach to planning is based on our proprietary 5-step Financial Navigation Process, which ensures that your plan is customized to your needs and integrates and optimizes investment, tax, insurance and estate issues.

Our Financial Navigation ProcessTM

Our Financial Navigation ProcessTM is about providing a higher level of planning, providing a unique experience to clients that will accomplish two things:

  1. Enable you to be crystal clear about those things in life that are most important to you.
  2. Give you tremendous confidence from knowing you are making smart choices with your money… and seeing the impact on a regular basis.

U Discovery Analysis

One thing we do know is that critical events arise and can have a profound impact on people’s lives.

These events are sometimes predictable and planned but our experience is that they are often random. Being prepared for the different possible events that can occur will give you a greater peace of mind.

Every life will have its own pattern of Critical Financial Events.  By being prepared, we can help you make your life less stressful and as a result, much happier. As such, the discovery phase is an extremely important step in establishing a sound financial plan.

Types of Critical Financial Events

  • Sale of assets
  • Family security
  • Loss of spouse
  • Illness
  • Inheritance
  • Vacation home
  • Kids to college
  • Travel
  • Disability
  • Dream home
  • Sale of business
  • Retirement
  • Birth of child or grandchild
  • Leaving a legacy
  • Divorce

Road Map to Your Destination

Planning Projections

Based on your life stage and goals, view each year for the rest of your life with all your financial goals, sources of income and targets defined. This exercise will project you into the future and give you direction to demonstrate what needs to be accomplished to meet your goals and dreams.

Portfolio Blueprint

Your Investment Policy Statement sets the stage for a consistent and successful investment experience with no surprises to worry about. Our Portfolio Construction Breakthrough helps ensure that your ideal portfolio strategy reflects your individual profile and life goals.

The Efficiency Check

Tax Minimization Strategy

Many of us pay unnecessary taxes each year and few financial products and plans are designed to be highly tax effective. Most people only focus on gross return. This analysis will look at net return and optimize your decisions through all of the various tax cycles.

Safeguarding your Future

It would be unwise to put a road map in place for your future without a risk analysis of what could go wrong. This system ensures that your plans are protected in the event of an unforeseen event and allows you to live worry free.

Estate Transfer Process

You can opt to pay large taxes at death or choose to write the government out of your will. This process examines ways to structure your estate to accomplish your goals and leave your hard-earned estate to the ones you love and the organizations you support rather than to the government.

Complete Financial Direction

A proper financial/life strategy achieves two purposes: it bridges the gap between where you are now and where you want to be and allows you to ACT rather than RE-ACT your way to success. Imagine how you will feel when you have a step by step implementation plan addressing all your key concerns and ensuring that all of your resources are working in harmony towards your life goals.

Destination Protection Program

Change is constant, and this monitoring program provides a regular review of your plan to ensure that you are keeping up to date. By maintaining a long-term view together with a regular review program you can rest assured your entire financial roadmap will remain on track to meet your goals and dreams.
Would you like to speak to someone personally about The Financial Navigation ProcessTM? Contact us today!

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

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See what our clients have been saying about us and how we've successfully helped them reach their goals.

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Together, we'll put the right plan in place and get the process started to helping you reach your goals.

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