SECURING FINANCIAL FUTURES FOR GENERATIONS
A comprehensive financial plan requires thinking beyond your portfolio. MONTAG will help organize your finances and give guidance on future plans that best suit your individual and family financial goals. Through in-person discussions and thorough analysis, we offer direction on retirement, education funding, major purchases, executive benefits, and more.
FINANCIAL PLANNING WITH MONTAG
At MONTAG, we start out by working closely with your portfolio manager to gain an understanding of your current goals and future plans. Then we do a deep dive with you, widening the view of your finances which could include insurance and cash flow to stocks and philanthropy to gain a clear picture of the assets for you and/or your family. Here is how we can help:
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.
MONTAG's Director of Financial Planning
“Money is only a tool; a means to an end for each person, family, and organization to achieve their hopes, wants, needs, and missions.”
– Jackson Keenan, CFP®
Request more information from our Financial Planning team here.
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Bank Failure News of March 2023
Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More
Where Could the U.S. Stock Market Go From Here?
by: Benjamin Harris, CFA, Portfolio Manager Last year, US stocks had their worst calendar year return since the Great Recession year of 2008 and the 7th worst year in the last 97 years. This follows 2021, when U.S. stocks … Read More
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