"In preparing for battle I have always found that plans are useless but planning is indispensable."
— Dwight D. Eisenhower
Created from over 20 years of experience, The Wealth Management Formula aims to understand where you are currently, and address the five key areas of Advanced Planning. Through ongoing communication with you and your team of professionals, we’ll track your progress over time, show you how you compare to your past self, and hold you accountable for your future goals.
Investment Consulting
Understanding your current position, your goals, and the challenges you may face is the foundation of what we do.
By learning about you and reviewing your current portfolio, we’ll develop a long-term strategy that aims to address your concerns and guide you to a life filled with meaning.
Advanced Planning
Through a consultative, flexible approach, we aim to address our clients' five main concerns.
Wealth Preservation
+
Wealth Enhancement:
Tax mitigation and cash-flow planning
+
Wealth Transfer:
Transferring wealth effectively;
may or may not be within a family
+
Wealth Protection:
Risk mitigation, legal structures and transferring risk to insurance company
+
Charitable Giving:
Maximizing charitable impact
Relationship Management
You don’t have to — and shouldn’t — handle everything on your own. To manage all the moving pieces of your financial strategy, you need a team of people that can help you get things done.
We will work together with your chosen professionals to provide recommendations and guidance. Don’t have a team yet? We can connect you to our network of top professionals and partner you with attorneys, CPAs, and others that fit your personality and goals.
Preserve
No one is immune to financial setbacks. By understanding your strengths, weaknesses, risk tolerance, and timeline, we’ll create a strategy that strives to preserve your wealth while addressing possible setbacks.
Enhance
Taxes can chip away a sizeable amount of the wealth you create. Together with your tax planning team, we’ll work to minimize your tax liability while still providing the cash flow you need.
Transfer
Your legacy has the potential to serve your loved ones for decades to come. By finding the most tax-efficient ways to transfer your assets, we’ll help you proactively create a wealth transfer strategy that aims to maximize your legacy's impact.
Protect
Creditors, litigants, identity thieves, and other catastrophic losses have the potential to undo years of hard work and savings. We’ll address these possible concerns so your assets are not taken unjustly.
Give Back
Contribute to the charities you care about in the most impactful ways. We’ll help select the appropriate means and strategies, so you have the most control over your contributions.
