Wealth Transfer Planning

Our Wealth Transfer Planning Process

Our Wealth Transfer Planning process is straightforward. First, we gain an understanding of your objectives, comfort zone and time horizon. We then put together an overall game plan. Once the plan is implemented, we meet with you regularly to make any adjustments or updates needed and to help you keep your plan on track.

1. 1Confidential Fact Finder

   Get to know you

   • Gather Information
   • Establish Objectives
   • Sign Agreement

2. 2Stress Test

   Learn more about our complimentary Stress Test

   Determine where you are today

   • Develop a picture of your current situation
   • Make observations
   • Identify issues and problems

3. 3Wealth Preservation Blueprint

   Design your plan

   • Consider all alternatives
   • Select the strategies

4. 4Implementation Phase

   Put your plan into place

   • Execute Legal Documents
   • Implement Financial Strategies

5. 5Completed Plan

   Keep all your documents in one place

   • Prepare Document Binder
   • Create Implementation Summary

6. 6Annual Review

   Keep your plan on track

   • Conduct periodic reviews
   • Incorporate changes in tax law
   • Identify changes in your situation
   • Update strategies