We help families prepare for and enjoy retirement
Our approach towards planning is unique; we focus on the things that we can control. Through our process, we will ensure that your retirement nest egg is protected. We will help mitigate taxes, manage risk, and establish a solid estate plan. In all our efforts the personal relationship we form with our clients is paramount. We maintain consistent contact with our clients to help them make the best possible decisions going forward.
We are a trust-based and family-focused wealth management firm, meaning we believe that an authentic and genuine life-long relationship begins on a solid foundation of truth and honesty. Our clients are like family to us, and we are selective about whom we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your goals, decide if there is a good fit and monitor your progress!
OUR PROCESS
Step 1: DISCOVERY
We want to get to know you, and we want you to get to know us. Everyone we work with is unique and requires a tailor-made plan. In this meeting, we find out what is important to you and your family. We will gather the needed information to help us better determine if we can help you moving forward. In this stage we…
Discuss your current plan and goals
Review the Capital Preservation Group Planning Process
Identify your Ideal Strategy
Step 2: introduce a strategy
This is where we will discuss possible opportunities for improvement in your plan. We've found that a few small changes can make a significant impact over time. During this meeting, we will touch on tax-efficient investing, risk management, and multi-generational planning. In this stage we…
Align the Capital Preservation Group Planning process to your priorities
Determine if we are a good fit based on your financial objectives
Schedule implementation meeting
Step 3: IMPLEMENT strategy
Our implementation meeting is where the rubber hits the road. We will help execute the plan as discussed in our previous discussions and ensure you have a clear expectation of what our relationship will entail moving forward. In this stage we…
Review Recommendations and Address Questions
Set up Appropriate Accounts and Necessary Funding
We Address Additional Planning Concerns and Approaches
Step 4: Present completed strategy
Life has its way of changing. Our reviews are imperative so that we can continue to improve our plan as circumstances change over time. At a minimum, we will have one review a year, with most of our clients having between 2-4 per year. In this stage we…
Provide Online Login Information
Provide a Copy of all Files Organized
Step 5: progress REVIEWs
Life has its way of changing. Our reviews are imperative so that we can continue to improve our plan as circumstances change over time. At a minimum, we will have one review a year, with most of our clients having between 2-4 per year. In this stage we…
Review Accounts on a Regular Basis
Determine the Frequency of Reviews based on the Individual Strategy
KEY RELATIONSHIPS
Because we are a truly independent wealth management firm, we help protect our client's best interest by clearly
separating custodian, advising and oversight duties. These independent entities are responsible for fulfilling different
obligations to our clients.
