Financial Planning
Comprehensive wealth management that touches and integrates each aspect of your financial life
Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say “no” when you ask, “can I afford this?” IF-SERVE does all three.
·Personal business assets
·Savings and expenditures
·Investments
·Compensation packages
·Retirement accounts
·Debt and tax obligations
·Estate plans
A sound financial plan helps you prepare for your future while enjoying your today.
Comprehensive Financial Planning — A More Efficient Way to Manage Your Wealth
You talk to us. We listen then talk to everyone else. Your dedicated advisory team collaborates with our in-house specialists and your existing advisors to manage your plan and keep your financial life moving forward.
While you’ll still receive your statements and policies, our reporting system consolidates the information for your review and convenience. We track and summarize your finances so you always know exactly where you stand today and the progress you’re making towards your goals.
Your plan is no good if it gathers dust on the shelf. It needs to evolve with the expected and unexpected events of your life. We meet with you regularly to review and update your plan for changes in your goals, professional life, family situation, or tax law.
Each aspect of your financial life plays a distinct role in preserving, protecting, and growing your wealth. Moreover, the decisions you make in one area often impact the others. Through our comprehensive financial planning and analysis, we help you understand these connections and incorporate them into your wealth management strategy.
Understanding your current financial situation is the first step in creating a plan to achieve your goals. This understanding comes through assessing your family’s net worth and spending habits as well as income and expense projections. We also review your existing debt obligations and the potential impact of any new liabilities.
Planning to start a business? Just had a liquidity event? Considering an 83(b) election? Whatever your situation, we help you put the strategies in place to minimize your current and future tax liabilities. Our tax planning services also include detailed tax projections and the preparation of your personal, business, and trust returns.
Building an all-weather portfolio requires taking a collective look at all your investments, including benefit and retirement plan accounts, IRAs, and personal investments. We evaluate your entire investment landscape and structure our asset allocations accordingly, taking into account employer stock and other concentrated securities.
Having the proper type of insurance is essential for protecting yourself and your loved ones from life’s unexpected events. Equally important is how your assets are titled. We assess the adequacy of your current coverage, help you close any gaps, and implement asset protection strategies to better safeguard your family, business, and property.
It’s difficult to imagine life after you’re gone. But that’s precisely why estate planning is so important. Without a plan, taxes may erode your wealth, and your family members and charitable causes may not be cared for in the way you intended. Our advanced planning and wealth preservation solutions help ensure this doesn’t happen.
Am I saving enough now to generate the income needed for the lifestyle I want in retirement? That’s the burning question for most people—and one we help answer. We work with you today to make sure you’re contributing enough to comfortably meet your retirement needs, taking into account any executive compensation plans. Then when the time comes, we’ll help you select and execute the best funding strategy for your goals.
Your source for comprehensive financial advice and oversight.
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