PRACTICE AREAS
Lifestyle Planning
Entirely Tailored to You
Everybody lives life differently, has different values, and has their own destiny. We do not fit you into a mold; rather, we help you design your own. Our goal is to help you define and reach your Goals. Also in this area, we discuss your Family Mission, Learning and Betterment desires, Retirement readiness, and College funding.
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In addition, rather than simply being reactive, we are here to consult with you prior to making large decisions that can impact your financial life. We can show you how a single action can change your long-term plans and success rate.
Risk Control
Protecting You
Preparing for the worst case is one of the hardest elements for families to discuss and follow through with. We help you assess and obtain the right coverage for you. We examine the following lines:
-Life
-Long-Term Care
-Property & Casualty
-Umbrella
-Disability
-Business
-Excess Lines
Tax, Estate,
& Legacy Planning
To help keep more of your more of your earnings in your pocket and prevent your estate from eroded by unexpected taxes, we help clients develop tax planning strategies and estate/gift planning strategies.
Some areas of review are:
-Tax Consulting/Compliance
-Tax Control
-Tax Preparation
-Trust Matters
-Charitable
-Wills
-DPOA
-Incapacity Plan
-HIPAA permissions
-Special Trusts
-Living Wills
-Health Power
-Referral of Complex Returns
Keeping the Most for You
Investment Administration
Helping You Get There - Wherever
The investments you make enable you to meet the needs of your Wealth Design. Most planners simply plan so they can get the management fees for managing your investments. At Bespoke, this is not our goal. In fact you have the option of using your current manager, a manager we help you decide on, or our affiliate can handle it for you*.
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Regardless of the chosen method Bespoke will:
-Assess Your Risk Tolerance
-Review Returns vs. Plan Needs
-Develop Your Investment-Tax Plan
-Monitor Holdings
-Report
Entity
Administration
Did We Mention that It's All About You?
Knowledge of where you are is the basis of determining where you can go. Your Wealth Design is continually updated as your life changes, wishes are created, goals are attained, and as your wealth fluctuates. You will always have and we will assist with your:
-Net Worth Statement
-Cash Flow/Budgeting
-Debt Payment Plan
-Continuous Progress Reporting
-Action List
-Communicate with Other Advisors
-Maintain Your Advisor List
-Document/Record Management