Services

As concierge financial consultants, our mission is to meet you where you are, understand your goals intimately, and craft a highly personalized and solution-oriented, risk-adjusted plan in accordance with Weinkle Batson’s Investment Philosophy that, depending on your life stage and situation, helps you to create the life you desire or sustain the lifestyle you have for as long as necessary.
 
Long Term Care Planning       Estate Planning Strategies

Succession Planning              Education Planning  

Cash Flow Management           Liability Management

Portfolio/Investment Management   Family Office Services



Client Envisioning


A goal without a plan is just a wish, said Antoine de Saint-Exupéry. At Weinkle Batson, we begin each of our client planning sessions with an envisioning process. EnvisionTM is an innovative profiling process that is intended to increase your confidence to help you better enjoy your life today and pursue realistic goals for tomorrow. Envision is designed to help you monitor progress toward your goals, adapt to changing conditions, and manage investment risk. This process begins with a simple discussion to identify realistic life goals, state them in measurable terms, set priorities among them, and tie them to your investment portfolio.
Using advanced statistical simulation methodology, Envision can assist in finding the delicate balance needed to help you to progress toward your goals. With your help we can use the Envision process to help you answer critical questions all investors may face: Am I compromising my goals too much with my investment choices? Am I taking too much risk or not enough? Am I compromising my life today for tomorrow? Do I need to reevaluate my goals or the time projected for achieving them? Based on your responses to these types of questions, investments and risk tolerance, Envision helps us set a realistic strategy