Financial Planning
Clarity and Peace of Mind for Your Future
Personal Planning Based on Your Priorities
We are dedicated to understanding our clients’ priorities and the legacies they aim to build. Our commitment to financial planning goes beyond static strategies; it guides dynamic, goal-oriented investment decisions and visualizes potential results. We firmly believe financial planning fosters a long-term perspective and equips clients with the information needed to make well-informed decisions. At Acumen, we view financial planning as an ongoing process, actively engaging with our clients as their plans are put into action and adapt over time.
Our team concentrates on strategic areas of financial planning including:
- Estate Planning: Structure asset transfers through wills, trusts, and legal documents.
- Retirement Cash Flow: Strategies to help with financial security post-retirement by managing income, expenses, and distributions.
- Roth Planning: Execute strategies for tax-efficient Roth retirement accounts to meet financial goals.
- Insurance Planning: Assess and recommend coverage for financial risks such as illness or death when applicable.
- Contribution Strategies: Strategically plan investment contributions to maximize tax benefits and savings.
- Cash Flow Projections: Evaluate current and future finances for informed decision-making.
- Stock Options: Guidance to optimize outcomes and tax implications of employee stock options.
- Charitable Giving Optimization: Maximize impact and tax benefits through effective donations.
- Asset Titling: Structure ownership for estate planning, tax efficiency, and asset protection.
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 summarize your current financial situation.
- Review your current investment portfolio.
- Develop an asset management strategy.
- Identify tax planning strategies to optimize financial position.
- Collaborate with your other trusted legal and tax advisors to coordinate a comprehensive strategy.
- Present a written financial plan to be reviewed in detail with executable steps.
- Monitor and track progress utilizing innovative software.
Additional Services
In addition to thoughtful financial planning and investment management, we provide tax and business advisory, estate planning, charitable strategies, real estate investing, and private asset management services. Rather than just one advisor, each of our clients has their own team of in-house specialists.
Let us help you create a
roadmap to Invest Intentionally.®
Learn how we simplify financial complexities so you can focus on what matters most.