Financial Planning / For Fiduciaries and Trustees
Supporting you in your duty to responsibly manage financial decisions for others.
Professional Fiduciaries and Trustees come to us with assets to manage and goals to accomplish. Whether your role is to manage a trust, a retirement plan, or serve as a board member for a not-for-profit, we believe you can better pursue these goals and fulfill your responsibilities with a thoughtful and well-constructed plan. When you work with us you get:
- A custom plan based solely on the facts and circumstances of the particular matter in question
- Professional analysis and opinions on topics including:
- Diversification
- Spending
- Depletion
- Scenarios
- Investment options
- Large purchases
- A collaborative, team approach with other advisors
- Documentation and follow-up