Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Connecting Investment Strategies and Retirement Planning with Professionals

Your investment strategies and retirement planning goals must work hand in hand in order to achieve those goals. For plenty of people new to holistic financial management, however, it’s easier to put focus on one more than the other.

A recent financial planning study identified that the services financial clients are most willing to pay for outside help with include:

  • Investment management
  • Estate planning
  • Tax planning
  • Tax preparation
  • Comprehensive financial plan development
  • Retirement planning
  • Trust services

The truth is that while each of these is individually important, they are also extremely important to work together to serve one another. This is because your financial future depends on using all of these planning services to create a firm but adaptable strategy aligned with your individual goals.

One of the factors making it harder to ensure that your plan is aligned with your goals right now is inflation. Another one that might not impact you now, but could become an issue in the future, is the possibility of a serious medical event that requires you need long-term care. These are complex issues and ones you’d hope you didn’t have to face, but they are an unfortunate reality in these challenging times.

Protecting your own wealth and ensuring that you have a plan in place should inflation continue to climb while your returns remain steady or only improve slightly is important. The most powerful thing to have in your financial plan is options or the ability to pivot and adapt your strategy if some major change in the landscape occurs. If this happens, you’ll be grateful you worked with an outside financial professional on creating a comprehensive plan designed to help you not just now but well into the future.

Contact us today to set up a meeting to discuss your current financial plan and investment strategy.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more