Protecting Your Wealth
Many of your financial goals can span a lifetime, or even generations, so it’s important to prepare for uncertain events that could otherwise derail your overall strategy. Once we’ve defined your long-term objectives, our role as your advisor, includes identifying potential threats to your success and implementing protection against them.
Our approach to wealth protection is thoughtful, deliberate and highly individualized. Planning comes first: exploring concerns related to managing the effects of taxes, inflation and market fluctuations; privacy, security, and legal actions; property and casualty losses; business continuation; and legacy creation and protection. Next we consider procedures, documents and similar techniques that can offer the protection required. As a final option, we might incorporate insurance or related tools — but only as required for clearly defined roles.