We specialize in helping High-net worth families, Professionals, Business Owners, Retirees, and Farmers Manage their wealth and make smart decisions about their financial future.
High Net Worth Families
For high net worth families, a one-size-fits-all approach doesn’t work. We craft financial solutions to protect and grow your hard-earned wealth, and help you pass it on to the next generation. From tax and estate planning, to asset growth, insurance and philanthropy, we understand the intricacies involved in wealth preservation. We know your expectations are high. That’s why we offer objective, unbiased advice combined with an unwavering focus on helping you achieve your goals with confidence.
As a Professional, you want to provide your clients with the very best advice. You want the same when it comes to your finances. But as your wealth grows, so do the complexities. It can be tough to keep your financial goals on track. Depending on where you are in your career, you could be facing decisions about transitioning into a practice, deciding whether or not to incorporate, or planning for retirement and building an estate plan. We help professionals like you make important choices like these every day. Our straightforward, personalized financial plan helps you simplify these financial decisions so you can focus on what matters most to you.
For a Business owners we want to show them how to keep their wealth for generations. In essence, we want to provide you with tax, succession and estate planning holistic solutions. We look at the big-picture of your situation by constructing customized strategies to achieve your specific goals of wealth preservation, avoidance of unnecessary tax burdens, creditor protection, wealth accumulation and wealth distribution to yourself, your family, estate and charities. If Business owners don’t have a proper financial plan, their short and long term financial objectives can get blurred between personal and business objectives. Having a plan can help to ensure important personal targets like retirement planning or family finances won’t fall by the wayside.
Transitioning into life without a paycheck feels like a leap of faith to most people. They have spent a lifetime saving and investing and now want to turn their savings into an income they cannot outlive. They want to know if their portfolio is invested correctly to fund multiple decades of retirement spending, what amount of spending their assets can provide, and how Government benefit claiming strategies will play a part. Many people approach retirement with no idea whether they are on track to achieve their retirement goals, or what goals they should even be shooting for. They have no idea how much they need to save, when they can retire, or what type of retirement lifestyle they are heading towards. We work with retirees and build Holistic financial plans that help you fit your needs today and in retirement, and help protect you from the unexpected with a estate plan which includes looking at Wills, tax planning & investment planning strategies, pre-planned funeral preparations and business succession preparation and planning.
You’ve worked hard to get where you are. Your busy career may mean you don’t have the time to manage your finances. We specialize in wealth planning for farmers, we understand the financial complexities of the farming industry and the challenges and opportunities you face on the Farm. Things like Succession planning and farm planning are essential to the process of passing a farm on to the next generation as smooth as possible. Today it is often difficult for families to decide what is fair (Not Equal) between farming and non-farming children. We help with all of those kinds of challenges you will face.