THE SEVEN PILLARS FORM A CLEAR IMAGE OF THE VALUE WE BRING TO CLIENTS
You want to ensure you have enough resources to retire, but you also want to ensure your plan is flexible. Our team has identified 112 things we do spanning the entire financial life of our clients. Rather than attempt to name each activity, we simplified them into Seven Pillars of Financial Success.
As part of our 3P Approach© to planning, we explore each pillar in detail to determine which ones require immediate attention and which are long-term. With these findings, we customize your short-term and long-term plan, offer straightforward investment advice, consider ways to mitigate risk to your portfolio and recommend a blend of tax strategies that help you keep more of what you’ve earned.
YOUR FINANCIAL PLAN GROWS WITH YOU
Our approach to planning forms a single foundation from which these seven pillars of financial success are managed. While not all of the pillars may be relevant to you today, many may be over time as your life evolves. Through a routine cadence of reviews, these pillars can be added as they become necessary. Instead of outgrowing your financial plan, you continually grow into it.
Look for our published articles on Kiplinger that are related to these seven pillars of financial success.
