Many professionals believe that identifying your goals and building portfolios to achieve these goals over time are the keys to success for investors. While both concepts are important to the overall relationship and planning process, I don’t believe these alone can create sustainable long-term success. The reason being is because both goals and markets change over time. I believe that the only viable path to long term success for clients and advisors is through “Values” based financial planning. This approach starts with gaining a grasp on what is truly important to you. Everyone’s values are different, and no two stories are the same. By laying the foundation based on your unique values and experiences, we can create a financial game plan to make sure that your capital is aligned with your greatest dreams and aspirations. My role is to navigate the complexities of your situation and ensure that you’re making decisions that are always moving you closer to what’s most important.
Could My Family Benefit from a Family Limited Partnership?
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.
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