Better Outcomes. Greater Peace of Mind.
We believe in life outcomes over returns and are committed to helping our clients create better outcomes with greater peace of mind. We help business owners and families define their most important outcomes and priorities, then look for opportunities to align their balance sheets while managing cost, optimizing risk, reducing taxes, and bringing clarity to their overall picture. Think of us as your co-pilots.
Together, we’ll co-create a customized plan to implement your vision, course correcting your plan as your life and priorities change.
Four-Step Planning Process
Wealth Optimization
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. We use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.
We break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
Working with a knowledgeable and experienced planning team who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with a team who takes the time to understand your unique desires and goals is critical.
We will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.
Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.
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