Wealth Planning

If you don’t know where you are going, how will you know when you get there?
Our Wealth Enhancer experience is a four-step process to ensure you are making the best use of the resources you have, to spend time enjoying the life you have earned.



 

Clarity | Who are you today and where do you see yourself tomorrow?

These questions focus on your vision for how you want to spend your time now and in the future. The purpose is to create clarity and perspective around your unique goals, relationships and values.

Insight | What are the pieces of your financial puzzle & how do they fit together?
Your accountant and wealth management advisor work collaboratively to gather comprehensive information about your past and present to build definitive strategies and solutions for your future.


Partnership | Where do we go from here?
We have a conversation, and you make a decision. At this point in the process, we have completed an in-depth analysis of your current financial
position, and used these insights to create a comprehensive and strategic plan.
The purpose of this meeting is to create a mutual commitment and dedication to meeting and exceeding your goals.

Pulse | When should I meet with my personal wealth advisor?

Quarterly. As you evolve and your financial needs change, you may look at your goals in a different light.
Performance assessments and adjustments are necessary to ensure you are on the right track.

 



 

HOW DOES THE WEALTH ENHANCER EXPERIENCE GIVE ME MORE TIME TO ENJOY MY WEALTH?
Simply, because we know you.

Throughout our process we have gained complete transparency on the values and goals that matter the most to you.

 We have learned who you are, what your financial profile looks like, where we need to implement strategies to attain your goals, when you will start enjoying the benefits of HGA integrated wealth management, and why we establish trusted relationships with our clients for long term success.

We’re great at what we do, because we care. Your success is our success.
If you have questions regarding our Wealth Enhancer
Experience, and would like to have a discussion about how we can help you build more time for your future just let us know.

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