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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
high touch attention
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
fully invested advisors
A powerful, personal CFO model that puts your goals first and builds financial fitness.
freedom of choice
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No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
big picture views
Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Creating an advisory board? Opt for simplicity. Here are six easy steps to use as your blueprint for creating a simple, informal advisory board for your business.
Our 2016 second quarter research reports on leading
topics in response to timely issues and economic developments. It
provides the foundation for our asset allocation decisions and
strategies including long-term equity outlooks.
U.S. equity markets enjoyed a strong month as anxiety
levels dropped from their post-Brexit highs and volatility remained
subdued. Small-caps took the lead with the Russell 2000 gaining 6.0%,
followed by mid-caps with 4.6% and large-caps adding 3.7%.
Jim Baird, Chief Investment Officer of Plante Moran Financial Advisors, provides a 2nd quarter market overview.