Guidance Through Life Events
- Understanding and confidence around your financial assets and the opportunities they provide.
- Preparing and transitioning from accumulation phase to retirement — Where will my income come from?
- Maximizing social security and company plan benefits
- Analysis and advice on major purchase and sell decisions
- Protecting your wealth, your estate, and managing your risk
- Lifetime and testamentary gifting to family and charity
- Expertise and compassion in guiding a surviving spouse through post-death financial matters
Investment Policy Acumen
- Proprietary structure to provide long term liquidity, stability, and growth while managing volatility
- Strategic investment buckets of Assured Income, Preservation, Accumulation, and Legacy
- Disciplined investment process in building and monitoring customized tax-efficient portfolios
- Low-cost passive management and targeted active management
- Purposeful asset location to minimize the impact of taxes
- Proactive tactical rebalancing liberating your income sources from the volatility of market cycles
- Integrated with your SOJOURN wealth plan
Strategic Financial and Tax Planning
- We serve as a fiduciary — acting solely in the interest of our clients
- Unique process to make the challenging transition from saving to spending simple and comforting
- Integration of your financial plan to your investment policy to provide long term growth and Assured Income
- Navigating the changes in tax law through on-going tax minimization strategies and efficient use of pre-tax and after-tax resources
- Estate planning, tax planning, education planning and charitable giving guidance
- Positioning your financial assets to achieve long-term stability of your life plan
OUR GOAL: To give our clients an understanding and confidence around their financial lives that they have not experienced before.