Family Wealth Planning Partners
Planning for your future has never been more meaningful. We’re an innovative firm helping families create tailored financial plans.
Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth’s potential.
Educated families make better decisions which can lead to greater results.
All of our wealth managers are capable and willing to assist in the following areas:
- Wealth Management
- Retirement Planning
- Asset Protection
- Lifetime Income
- Cash Flow Analysis
- Life Insurance
- College Savings Planning
- Retirement Cash Flow
Get To Know Us Through Our Podcasts
We record three podcasts covering a litany of financial and business related topics. It’s a great way to get to know us and how we approach our work. We hope you enjoy and be sure to subscribe to each podcast to get notified when we release new episodes.
Family Wealth Planning Blog
In this episode Brian and Eric discuss one of the most basis tents of an estate plan, which is how to properly ensure a smooth transition of money in bank accounts upon your death or incapacitation. https://www.youtube.com/watch?v=OIxrs3mrj_s&feature=youtu.be
In this episode Chris Vaughn and Brian Ramsey discuss all things 401k. They go over the pros and cons of using employer retirement plans, and why or why not they might not be the best vehicle for your investment needs.
In this episode, we discuss the hottest topic in our client discussions this year: the election results. More specifically, how short term political changes can affect your investments, and what, if any, moves to make.
What is happening in the world today is obviously unprecedented. Your age, likely, has had a dramatic effect on how you are perceiving our current events as well. From an investment perspective, if you’re in your 20’s or 30’s, chances are your concerns are far...