Financial Planning

We understand financial planning is a verb, not a noun, and engage our clients as their plans are executed and evolve.

We are committed to understanding what is most important to our clients and their legacy.  Providing financial planning helps deliver goal-based investing decisions and illustrates potential outcomes.  We believe financial planning also aids in focusing on the long term and can help clients make informed decisions.  Acumen understands financial planning is a verb and not a noun and we engage our clients as their plans are executed and evolve.

Our team concentrates on strategic areas of financial planning including:

  • Customized asset allocation strategies
  • Estate planning
  • Income tax planning
  • Retirement planning and cash flow
  • Roth planning and conversions
  • Insurance planning
  • Contribution strategies
  • Cash flow scenarios
  • Stock options
  • Charitable gifting optimization
  • Titling of assets

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

Robert Kiyosaki

Financial Planning Elements

We focus on each client’s unique circumstance and understand these needs evolve over time. To meet these challenging responsibilities, Acumen’s approach is tailored to each of our clients.  Our team works to:

  • Understand and prioritize goals and objectives.
  • Analyze and develop a summary of the current financial situation and discuss relevant issues.
  • Review current investment portfolio and develop an asset management strategy.
  • Identify tax planning strategies to optimize financial position.
  • Collaborate with our clients’ other trusted advisors including attorneys, trustees and accountants to coordinate their comprehensive strategy.
  • Present a written financial plan for clients to be reviewed in detail with executable steps.
  • Monitor and track progress utilizing innovative software.

“Long range planning does not deal with future decisions but with the future of present decisions.”

Peter Drucker

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Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.

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