Financial Planning

Planning Re-defined: Remember these numbers: 2, 3, 4

For many advisors, money management means just an asset allocation. For us, it means something much deeper and wider – it’s about connecting many elements in life with a creative insight.

Your vision, goals, needs, wants, and wishes are impacted by many variables, such as your income, savings, investments, pension, social security, healthcare, taxes, risk management, estate planning, and many more.

Over the years, we have developed connecting “9 Dots Strategies”:

2 Types of Income – Taxable and Tax-free

3 Types of Assets – Income in Respect of the Decedent; Stepped-up Basis Assets; Tax Free Assets

4 Ways Assets Pass at Death – Will; Beneficiary Direction; Title; and Trusts.

Coordinating these elements to optimize your potential can be intellectually daunting, laborious in nature, and requires good intentions to care about others. We are more interested in your success than just managing your money.

We enjoy creative thinking, impactful investing, and evolving happiness through our good intentions and sensible actions for our clients. We are driven by our mission: “We would like to make a difference in your life and the lives that follow.”

Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” – Pablo Picasso

Link the 9 Dots to find the optimal outcomes

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Thank you!