Typically, Comprehensive Planning clients fall into one of several categories:
- Hold significant assets inside a corporation, whether an active business or a holding company.
- High net-worth or high-income households.
- Complex tax, income, or estate planning needs.
A deep understanding of our client’s financial and personal background occurs, and these relationships can extend beyond financial planning and wealth management into a liaison relationship with other key professionals working with our clients, such as their accountant, lawyer and/or business partners.
Our Comprehensive Planning clients enjoy a full suite of savings, investment, insurance, banking and planning products and services, including a dedicated advisor and support team.
Comprehensive Planning services begin with $500,000 of investable assets managed by our office.