Individuals and Families
HeadInvest serves as an advocate for you and your family as we develop a comprehensive integrated strategy for the management of your financial resources. Our goal is to work holistically, leading a collaborative team of your tax, estate and insurance planning advisors in the development of a thoughtful plan that incorporates all your goals and objectives. With your team of experts, we solve for your family’s complex financial needs.
Our planning process creates a framework for you to make important life decisions armed with a deep understanding of the potential impact of those decisions. We help you prioritize what’s most important to you. In addition to investment returns and cash flows, this often includes caring for the next generation(s), philanthropy, and reducing taxes.
The investment strategy we design for you will be fully informed by and aligned with your goals. Our primary focus is the growth of your portfolio and the preservation of your wealth. We are committed to providing you with the highest level of service, frequent communication and full transparency.
Client Profile:
Demanding schedule. Actively creating wealth building your business. May desire further wealth diversification.
HeadInvest Services:
• Coordinate wealth management issues with your legal and accounting team, including estate planning, insurance, tax planning
• Monitor the effectiveness of wealth transfer strategies, including the use of annual gift tax exclusions, lifetime unified gift and estate tax exemptions and appreciated assets
• Design and manage an investment program for liquid net worth
• Provide investment education for family members
Client Profile:
You have successfully built a significant retirement nest egg. We help you create a withdrawal strategy to meet your needs and preserve your wealth.
HeadInvest Services:
• Coordinate with you to develop a financial plan to fund your retirement looking holistically at your entire financial picture
• Monitor the plan with you on an on-going basis making adjustments based upon your unique circumstances
• Design a strategy that balances the preservation of your assets to meet your annual cash needs and longer-term objectives specific to your plans
• Provide on-going education and advice on all things financial in your life
Client Profile:
Client comes to us after receiving a substantial inheritance or would like to plan for legacy goals and to efficiently to transfer assets to the next generation.
HeadInvest Services:
• Coordinate wealth management issues with your legal and accounting team, including estate planning, insurance, tax planning
• Monitor the effectiveness of wealth transfer strategies, including the use of annual gift tax exclusions, lifetime unified gift and estate tax exemption and appreciated assets
• Design and manage an investment program
• Provide investment education for family members
Client Profile:
• Client is building her business, or may be recently widowed or divorced.
• We understand that the approach to financial planning and wealth management differs for each of our clients and her unique needs
• The issues facing that of a retiree living off of a fixed income are very different than those of a recently divorced mother who has children planning for college or an entrepreneur in need of a retirement plan
• Our professionals have helped many clients successfully navigate through transitions in their financial lives
