... By failing to prepare, you are preparing to fail.
Whether they recognize it or not, everyone has a vision for their wealth and resources. There are things you want to do and desires you want to achieve. There may also be causes you want to influence and people & charities you want to help. Achieving that vision requires dealing with many moving pieces. You must put a plan in place to make it happen. Most people need help in developing and implementing a holistic plan that brings everything together.
A thorough financial plan helps answer questions like “When can I retire?”, “When should I take social security?”, “What’s the best way to give assets away?”, “Do I need a Trust, a Will, or both?”, “What accounts should I withdraw from and when?”, “How much can I give away and when?”, “Do I need a Long-Term Care policy?”, “When & how should I pass assets to my children?”. It involves investment strategy, income planning, estate design, charitable planning, insurance strategy, and tax planning. You need experience at your side to make sure that all parts are working together towards the same goals with maximum efficiency.
We view the ultimate purpose of a financial plan as determining how you can accomplish your vision for your wealth and resources. The experienced wealth advisors at Integrity will work with you to understand that vision, and then design, implement, and manage a plan that brings all the moving pieces together to its ultimate achievement. We’ll get you there.
