Wealth Management

We are dedicated to helping individuals and families plan for their futures with wealth management, which is the skillful combination of financial planning, investment management and estate planning. By helping you identify and achieve your financial goals, we also focus on ensuring that your goals are in harmony with your values and the impact you wish to make and the legacy you will leave behind. We welcome you to contact us to schedule a telephone or Zoom meeting to discuss how we may be of assistance to you.

Financial Planning

Financial planning is a long-term process of wisely managing your finances so that you can achieve your unique goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life. For each client the plan manifests itself differently based upon each person’s needs. Some of the areas of planning we cover are:

• Cash Flow
• Balance Sheet and Tax Projections
• Real Estate & Entity Analysis
• Retirement Planning
• Estate Planning
• Risk Management
• Business Succession Planning
• Employee Benefit Planning

Investment Management

Most investors today approach investing as a group of isolated, independent decisions. The result of this process is a portfolio that typically generates poor returns, is not in line with the investor’s timeframes, has excess expenses and has undertaken more risk than the investor understands. Our process for investing our client’s resources is just that…. a process. It begins by understanding all aspects of an investor’s situation: Their timeframes, their risk parameters, their return needs in light of their financial plans and their understanding and feelings toward certain investments. With this understanding we develop a portfolio that makes sense for each client. Our portfolios do not “chase” returns nor hot asset classes. But rather pursue strategies to help our clients meet their objectives today and in the future.

Estate Planning

Estate Planning is the orderly distribution of one’s estate during life or at death. Our process begins with a thorough understanding of someone’s life purpose that tells us what impact they would like to see their wealth make when it is passed on to someone else. From here we help our clients make a number of decisions that impact their estate plans: To whom their wealth should pass (family or charity), how much should be transferred, the timing of that transfer as well as the form it takes. Once this planning is complete, we then evaluate, and ultimately implement, all appropriate tools and techniques that apply to make sure your wishes are carried out.

We Are Here For You

We consult with you in all areas of your financial life through the use of comprehensive wealth management as the foundation of our recommendations. Through teaching, analysis, monitoring, and advising we strive to deliver peace of mind to our clients. We believe that you should have the knowledge and information necessary to help you make informed financial decisions with confidence.

Contact Us Today

To learn how you can access the benefits of being a FutureNest client, please contact us at 888-725-6440.