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Private Client Services



Focusing on what’s important to You!

Our commitment to you is to provide you with personalized financial solutions that take into account all aspects of your life and offer guidance, clarity of thought and expertise to help you gain confidence in a more secure financial future.

We will spend time talking about your goals surrounding your family and health, leisure and comfort, simplifying your finances, retirement planning and many other things that impact your quality of life and that will be part of your long-term plan


360 LifeMap Strategies                        

 

clarify vision

& future

balance work

& life

create financial comfort

help & protect family

build a legacy

plan for the future

financial planning

retirement income

estate planning

business succession

meet needs

income planning

expense/budgeting

social security

corporate benefits

simplify finances

investment & savings

home & assets

automate

aggregate

help children

allowance & savings

loans & gifting

special needs

learning about money

execute intentions

wills & trusts

power of attorney

medical directives

protect heirs

ease life’s transitions

marriage/divorce

birth/death

leaving my home

career & profession

enhance lifestyle

vacation home

family trips & events

hobbies & leisure

lease v. buy

reduce taxes

tax-loss harvesting

asset location

stock options strategies

assist parents

long-term care

eldercare counseling

medical & housing

help beneficiaries

designations

special needs

trusts & trustees

valuation/projections

live my values

clarify my mission

give to community

volunteer my time

align investments

manage health

medicare/supplemental

long-term care

care concierge

wellness & nutrition

protect assets

insurance

liquidity

business continuity

corporate structure

fund education

savings & investments

pre-paid tuition

student/parent loans

grants/scholarships

give to charities

planning strategies

tax-advantaged gifts

low-basis assets

 

 

360 Expert Team

Depending on your goals, needs and unique situation, the insights and expertise of the following professionals may be required:

 

 

 

  • Actuary
  • Business Attorney
  • Certified Public Accountant (CPA)
  • Estate Attorney
  • Fiduciary
  • Geriatric Care Manager
  • Life, Health, & Disability Insurance Specialist
  • Property & Casualty Insurance Broker
  • Mortgage Broker
  • Philanthropic Consultant
  • Private Banker
  • Real Estate Broker