Basic Plan
Summarize your net worth, cash flow, insurance, and estate documents for clarity and organization.
Major Purchases
Guidance on how major purchases or lifestyle changes can fit within your financial goals.
Liquidation Strategies
Navigating the nuances of employee/founder stock plans in a tax-efficient manner.
Retirement Planning
Projecting your retirement income and savings strategies.
Education Planning
Education cost projection and funding strategies.
Protection Planning
Analyze your coverage of life insurance, disability income, and long-term care to determine if you are under or over-insured.
Related Blogs
Investment Management vs Portfolio Management
By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … Read More
The Importance of Having a Diversified Portfolio
By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns. While equities typically provide superior … Read More
Generational Wealth: When to Engage Your Children
By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth. These clients have worked … Read More
