OFFERINGS

Core

  • A structured plan for investors and real estate owners to optimize savings, investments, risk management and retirement income scenarios.

  • A structured plan for investors and real estate owners to map out the transition and integration from solely real estate income to strategic retirement income.

  • A CFA-led review assessing investment portfolio risk, strategy alignment, and long-term suitability.

  • Do you require a third party analysis and or clarity on a complex insurance solution?

Enhanced

  • Advanced planning for individuals with corporations, integrating business ownership, real estate, investing, risk management and lifestyle design strategies.

  • A deep financial analysis for individuals with multiple companies, real estate holdings, investments and diverse income sources.

  • For high-net-worth individuals and corporations looking for custom-built financial structures beyond traditional investment portfolios.

B2B Solutions

  • A comprehensive, coordinated retirement strategy designed to support accountants advising high-net-worth clients.

  • Retirement Planning: Training for corporate and professional teams advising clients on retirement strategies.

  • A deep dive into whole life insurance for professionals advising clients inside or outside corporate structures.

  • Fractional, chief wealth officer for your accounting firm.