We work closely with Non-Profit organizations to provide comprehensive management and plan solutions, identify inefficiencies in existing financial strategies, and recommend changes designed to correct any shortcomings.

 

We concentrate on meeting the complex financial needs of Non-Profit Organizations and their Board of Directors in helping them develop, implement, and monitor strategies designed to enhance and protect their assets. We believe our greatest value is our focus to help you anticipate, recognize, and adjust to your ever changing financial landscape.

 

We will create a road map for the financial success of the organization. We work with our clients in their overall Comprehensive Management plan, which includes:

 

1. Creating and Growing Assets

2. Planning for the distribution of Assets in the most tax advantageous 

    way to meet annual expenses

3. Protecting and Preserving Assets into perpituity

 

 

 

Comprehensive Planning

Our in-depth discussions on these key tpoics is what our clients tell us that makes us unique in working with them. These discussions help guide us to working through the 10 critical issues faced by most non-profits foundations today. 

 

An integrated financial plan brings together the most important components of an organizations economic cycle and sets them in motion in unison. By following a well-balanced plan strategy that incorporates risk management, portfolio design, asset management, and tax optimization, we will efficiently set a course to meet your needs and objectives.

 

Knowing that financial planning needs continuosly evolve, we maintain ongoing communications, being personally accessible to you and the board of directors. It is our goal to become your most trusted and valuable resource. When you engage our services, you are partnering with a wealth management firm that stands by you to help build your organizations financial stregnth.

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