Young Couple

Client Objective:

Retiring Couple Copy

Our Advice:

DRAFTInvestment Management

Given the client’s goals, we built and recommended a diversified portfolio that would provide her with the returns she needed to accomplish her short and long-term financial goals.


Future Income

Combined with alimony payments, we helped her model what her income would be from all sources, as well as establish an emergency savings reservoir.


Education Planning

We helped her model education expenses for each child and ensured 529 plans were being appropriately funded to help cover the expenses of college.

Charitable Giving

We guided her in opening and funding a Donor Advised Fund so that giving to charity each year would be incorporated into her long-term wealth management plan.

DRAFTWealth Protection

We helped her ensure that appropriate homeowner and auto insurance policies were in place and suggested an umbrella policy as well. We recommended a permanent life insurance policy with a chronic care rider.


Wealth Enhancement

During client meetings, we review her Financial Progress Report® to ensure she is on track to meet her goals and recommend any adjustments to her plan. We also review her tax returns with her on an annual basis,


Wealth Transfer

We work in tandem with her estate attorney to ensure that her will, living will, and power of attorney are updated and stay current.