wealth

 

A disciplined approach to managing your wealth
Like investment planning, estate and insurance planning is about defining goals, analyzing options and implementing a sound, proven strategy. Working with you, your financial professional, and your legal and tax advisors, our estate and insurance advisors follow a four-step process to help you achieve lifetime financial security and give you the confidence that your estate will be distributed according to your wishes.

Understand
 

• Which assets could face an undue tax burden?

• What kind of legacy do you want to leave?

• What financial risks and opportunities should you address?

 

Achieve
 

• Fill the gaps in your current insurance strategy.

• Recommend solutions for tax minimization, income security, asset protection and estate maximization.

• Implement a strategy that complements your existing investment and retirement plan.

 

Assess
 

• Facilitate discussions on succession planning and the use of wills and trusts.

• Identify and assess other issues that may impact your long-term goals.

 

Review
 

• Monitor results on an ongoing basis.

• Adjust the strategy as needed to ensure that it reflects your long-term goals