Wealth Vision Services
Chief Wealth Officer
Strategic Goals
- Wealth Vision Verification
- Foundational Goals
- Personal Goals
- Family Goals
- Legacy Goals
- Qualitative
- Quantitative
Asset Protection
- Wills and Trusts
- Powers of Attorney
- Health Directives
- Charitable Giving
- Family Limited Partnerships
- Limited Liability Companies
- Gifting Strategies
Tax
- Retirement Income
- Asset Allocation
- Wealth Accumulation, Preservation, and Distribution
- Longevity Planning
- Stocks, Bonds, ETF’s, Mutual Funds, etc.
Risk Management
- Life
- Health
- Disability
- Long-Term Care
- Property and Casualty
- Assessment
Cash Flow
- Budgeting
- Credit Needs
- Pre-Retirement
- Post-Retiremen
- Large Capital Expenditures
Wealth Vision Services
Chief Investment
Officer
Investment
- Portfolio Management
- Retirement Income
- Asset Allocation
- Wealth Accumulation, Preservation, and Distribution
- Longevity Planning
- Stocks, Bonds, ETF’s, Mutual Funds, etc.
- Communications
Market Cycles
- Risk Objectives
- Return Objectives
- Time Horizon
- Liquidity Needs
- Tax Awareness
- Legal Issues
- Unique Circumstances
Asset Protection
- Interest Rates
- Inflation
- Corporate Earnings
- Capital Market Assumptions
- Fundamental Analysis
- Technical Analysis
- World Markets
- Geopolitical Events
Economics
- Monetary Policy
- Fiscal Policy
- The Fed
- Supply & Demand
- Population
- Demographics
- Trends
- International Trade
