What are the advantages of working with a multi-disciplinary team of advisors in a family office?
Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs. This includes but is not limited to retirement income planning, wealth management, proactive tax planning, healthcare planning, comprehensive estate planning, charitable giving, and legacy planning.
As your needs grow more complex, there is a greater demand for our integrated services approach to simplify it all through a coordinated team of advisors. Our multi-disciplinary professional team, include wealth advisors, accountants, estate planning attorneys, healthcare and insurance planning experts. Many of our professionals have advanced degrees and a collective experience record of over 60 plus years.
Our meticulous and holistic Retirement Roadmap planning process will dramatically clarify your life goals, and your path to achieving them. Your financial life is centralized and streamlined. Your outlook changes as you begin to feel a lot more relaxed and in control. Our clients tell us it’s a breath of fresh air having all their advisors so easily accessible, talking to each and planning on their behalf.
HOW CAN I DISTINGUISH Advanced Wealth Management FROM ALL THOSE OTHER FIRMS?
Our family office setting under-one-roof brings together a multi-disciplinary team of advisors to meticulously coordinate all aspects of your financial affairs. Our meticulous and holistic ‘Retirement Roadmap Planning’ discipline sets us apart from traditional advisors focusing only on investments its associated commissions and fees.
We believe getting organized and understanding the big picture is critical to making good financial decisions and planning for a successful retirement. The term we like to use for this comprehensive process is "Retirement Roadmap Planning" — it’s a retirement management philosophy that digs beneath the surface to uncover all areas that need to be considered for successful retirement.
When you evaluate the kind of financial advisor to trust with your retirement planning, look for someone who can provide a comprehensive analysis and take a big picture approach, rather than just focusing on investment assets. Otherwise, you are making critical decisions in a vacuum.
Our degree of rigor we put into developing your holistic and comprehensive Retirement Roadmap is our trademark. The attention to detail in the integrated planning work we do for you – and the congenial, collaborative way we deliver it – defines our firm. So does our independence. It helps us avoid conflicts of interest, and allows us to align our goals as a firm squarely with yours.
WHAT KIND OF CLIENT IS A GOOD FIT FOR YOUR FIRM?
We work well with clients who are willing to invest in their own future, who engage actively with us during our comprehensive Retirement Roadmap planning process, and who share our investment philosophy focusing on mitigating risks, lowering fees, and pursuing tax efficiency. We encourage our clients to be involved and have a point of view. After all, it’s their vision we’re pursuing.
WHAT LEVEL OF ASSETS DO I NEED TO HAVE?
We don’t have the strict minimum that many comprehensive planning firms have. We focus on making a philosophical and personality fit. Still, ideally our clients have between $500,000 to over $10 million in investable assets, to take advantage of our services.
WHAT CAN I EXPECT TO PAY FOR YOUR SERVICES?
In line with our being your fiduciary – ethically committed to putting your interests ahead of all other considerations – we charge no commissions. Instead, you pay us a fee equal to a percentage of the total assets we manage for you which covers all areas of our Retirement Roadmap management process. The fee starts at low fixed percentage and decreases as the assets we manage increase. Relative to other firms, you’ll find our fees very competitive, especially in light of the all-inclusive comprehensive list of services we provide. We also provide financial planning and financial consulting services based on an hourly fee which is mutually agreed upon with each client prior to engagement.
CAN’T I DO THIS STUFF MYSELF?
Many people feel they can. But there’s a lot of specialized knowledge, across many disciplines and extensive years of experience we bring to the table. We will significantly improve your financial planning with our rigorous holistic approach to retirement planning. We’ve invested heavily in state of the art software tools to integrate comprehensive financial planning, tax planning, investment management, social security claiming optimization, risk management and more. Taxes and other laws are constantly changing. Our multi-disciplinary team is constantly on top of these rule changes that can impact your situation, and capitalize on new planning techniques you can benefit from.
We have the potential to substantially increase your investment performance, manage risk, reduce your fees, minimize future tax burdens and protect you from costly mistakes.
HOW LONG DOES IT TAKE TO GET MY FINANCIAL AFFAIRS WHIPPED INTO SHAPE?
Of course, that differs with each person’s situation and how many of the five key strategic components of our holistic Retirement Roadmap planning process you decide to fully address. We go a long way very quickly for you during our three-meeting process. This is before you’ve even officially committed and signed our wealth management agreement. Within the first three months we’ve made major progress. Within six to twelve months, most clients’ Retirement Roadmap planning and organization are radically improved.
how do i know my assets are with a reputable firm?
We are supported by Charles Schwab, one of the world’s strongest and most admired financial firms. With fewer constraints and lower fees, we have the freedom to do what’s best for our clients. Client’s investments are held custody at Schwab at all times and have increased SIPC and additional insured protections. Client’s assets at Charles Schwab–affiliated banks are protected by the FDIC.
Since we work with Schwab, we also have a customer satisfaction guarantee, where if at the end of your Retirement Roadmap planning, you decide not to work with us further, or if for any reason you’re not completely satisfied, we’ll refund your fees and work with you to make things right. You won’t find that kind of promise everywhere—but you will find it here!
Are you ready for retirement?
Request our complimentary Retirement Roadmap Kit today.
There’s much more to retirement planning than just having an investment portfolio. Without proper planning in several important areas such income, taxes, estate planning and healthcare, your retirement could be at risk.
Ready to Take The Next Step?
For more information, schedule a meeting today or register to attend an educational event.