Dynamic Financial Planning

Our proprietary software helps create an individualized financial condition model. This customized model helps us make recommendations and helps you make decisions by taking into account the long-term impact of taxation, inflation, living expenses and each of the financial strategies you've already implemented.

It also estimates your annual cash flow (income and expenses) and potential asset growth over the length of your life expectancy, and determines, on an annual basis, the impact your existing estate planning techniques will have on your heirs.

Your Financial Condition Model becomes the foundation for your estate plan. It allows us to identify which of the above strategies and opportunities make sense for your particular situation.