Financial Advisory

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    We act as your family financial advisor providing objective strategic advice and tactical guidance on important financial matters helping you prioritize goals and determining which strategies best compliment your personal financial objectives. We work with your outside advisors and other professionals to improve effectiveness and efficiency by assuring coordinated communication and strategy execution. In addition to financial planning, tax advisory and wealth transfer planning we offer advice and guidance on a variety of other critical financial decisions.

     

    Put more simply, we help you make smart decisions with your money.

    "If you don’t know where you are going, you are certain to end up somewhere else."

    Yogi Berra
    wealth-management

    What can we do for you?

    Financial planning

    We provide sound, fiduciary guidance covering the critical pieces of your financial life.

    Financial Life Planning, Marriage Planning, Education Funding Planning, Retirement Planning, Social Security Optimization, Special Needs Planning, Healthcare Planning, Digital Asset Planning, Eldercare Planning

    Tax Advisory

    We collaborate with your trusted advisors, including your legal and tax advisors, to identify, analyze and implement effective strategies for minimizing or managing capital gains and federal and state income taxes for clients.

    Structuring of Entities to Achieve Family Goals & Minimize Tax Issues, Advise on Impact of Tax Law Changes, Income and Capital Gains Tax Planning, Structuring the Acquisition of Large Assets Such as Homes, Yachts, Planes, Cars, etc., Retirement Plan Distributions, Employee Benefit Plans, 83(B) Restricted Stock Election, Concentrated Low Basis Asset Planning, Restricted Stock Planning, Employee Stock Option Analysis, Rule 10b5-1 Plans

    Wealth Transfer Planning

    We help identify and implement strategies for the transfer of assets in ways consistent with family goals and values, while minimizing the impact of transfer and future taxes.

    Diagnostic Strategy and Document Review, Documenting Family Goals, Asset Protection Strategies, Wealth Transfer Strategies, Implementation Oversight, Trust Services

    Philanthropic Management

    We help define, evaluate, implement, administer and manage philanthropic objectives and giving.

    Advising on Philanthropic Initiatives ( Principles, Policies, Practices), Charitable Giving Strategies, Donor Advised Fund Management, Foundation and Endowment Management

    Family Education

    We help design and implement family meetings and educational programs tailored to particular family circumstances.

    Assisting with Family Meeting, Developing Family Office Governance and Risk Management, Next Generation Education and Counseling

    Business Advisory

    Our process begins by understanding where your business is today and the challenges you are facing. From there, we leverage decades of experience in helping business owners.

    Transaction Modeling, Succession Planning for Closely Held Entities, Buy/Sell Agreements, Employee Benefits, Retirement Plans, Cash Management

    Our Strategic Approach

    Our first job is to understand you and where you stand today. Next, ask questions so that we understand what you value in life and where you’d like to be in five, ten, or 15 years down the road. With this information in hand, we develop long-term strategies that bridge the gap and help you put these goals within reach. And as a trusted fiduciary, you can be confident that any advice we provide is driven by you and your best interest alone — we don’t get paid commissions, and we never will.

    Once your strategy is in place, your Telemus teams work to implement this strategy. A process that never truly ends, we then work to review and refine the strategy and support your financial well-being along the way. Throughout this process, our goal is to provide you with a more holistic outlook, one that is far beyond just investment management, which we know will serve as the inspiration for a more enriched life.

    Additional reading for You

    Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.

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    Ready to learn more?

    The next step is to have a conversation with our team. This is our chance to learn more about you, and your chance to learn a bit more about us.

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