Plan2017-01-02T18:42:02+00:00

PLANNING IS NOT JUST ABOUT INVESTING

DELIVERING DEPTH AND BREADTH IN EVERY PLAN

Investment & Tactical Asset Management

Investment & Tactical Asset Management

Institutional quality, global access and personalized independent advice through exceptional financial products that are visible in a crowded marketplace.

Assessing the Legal Documents

Wills / Trust Review

Things, people, tax laws and beneficiaries change. Making sure what the documents “say” accurately reflect what your clients want. As part of your team, we are a second set of eyes to confirm that the math, the people issues and the goals all work as intended.

Risk Management

Insurance

Any financial product can be a singular solution to a problem. The catch is to have a specialized partner resource at your side even when life insurance does not represent the best solution.

Retirement & Goal Planning

Retirement & Goal Planning

It is a marathon not a sprint. Making sure one never outlives one’s income.

Wealth Transfer & Coordination

Legacy Planning

Helping families through the process of understanding, planning, building and sustaining wealth while maintaining family harmony with the added benefit of minimizing the effect of taxes.

Business Succession & Monetization

Managing Private Company Wealth

Planning doesn’t stop because a someone’s liquid wealth represents a small slice of the pie. Businesses will change hands, either voluntarily or involuntarily. Providing the tools to preserve and/or unlock private company wealth does not happen by default.

Tax Allocation

Tax Allocation

Tax Aware vs. Tax Driven
Returns always matter, but what you keep, matters most.

Philanthropic Planning

Philanthropic Planning

“Helping people doesn’t have to be an unsound financial strategy.”
– Melinda Gates

Wealth Fortification

Creditor & Asset Protection

Pinpointing risks and taking steps to reduce exposure for your accumulated assets as well as any ongoing events. The asset protection game is one of probabilities. Each legitimate wall placed around the asset increases the odds of success.

TMF INTELLIGENCE

CASE STUDIES – MAKING BETTER DECISIONS EASIER

Providing a charitable and personal family legacy with the added benefit of disinheriting the IRS. 

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Managing the Pre-Liquid and Post Liquid Wealth for a Business Owner (Part One) 

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Managing the Pre-Liquid and Post Liquid Wealth for a Business Owner (Part Two) 

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A Triple Bonus . . . The ability to benefit your charities today while still maintaining access and control over your funds for tomorrow . . .

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Bright Line Techniques that do not expose the client and their family to a meaningful IRS challenge.

THE MATH WORKS:

MAKING COMPLEX SIMPLE

Comprehensive Wealth Management equals the sum of the financial advisor(FA) and TailorMade Financial (TMF) working together based on the integral of who the clients are, what they care about and what they want to accomplish today and tomorrow for them and their family.

It all starts today!

CONTACT US

One coversation can change everything . . .

It all starts today!