Financial Planning And Information Services – 1919 Investment Counsel, LLC (“1919”) is founded on the belief that no two clients are alike. For more than a century, we have been providing services and customized solutions that preserve, build and manage wealth. We are committed to helping our clients achieve their financial goals with sound advice.
Financial and estate plans provide the foundation for your overall investment strategy. We believe a strong plan is the first step in your wealth management strategy and will help you and your family achieve your short- and long-term financial goals.
Financial Planning And Information Services
Many firms operate separate wealth planning and investment portfolios. We believe the two are inextricably linked, and our clients are best served when their investment strategies are aligned with their financial plans.
Financial Advisors’ Retirement Planning For Themselves
All life events have different and significant effects on your financial resources and goals. Financial and estate planning can provide peace of mind for unexpected and unexpected events. We can help you build that foundation and align your investment strategy with your financial plan and your unique goals and objectives.
Financial planning is the first fundamental step toward a lifelong, sustainable investment plan. Life events and situations we can help plan for:
Many of our clients have complex business dealings with multi-generational families, real estate, charities, trusts and estates. They may also own legacy stocks and illiquid investments. To clarify the complex lives of our clients, 1919 offers Trust and Estate Planning services in two forms: generational wealth planning and fiduciary advisory services.
Our wealth advisors will meet with you to understand you, your family and your goals. They will review your current estate plan and balance sheet. For business owners, we review all of your holdings, their ownership structure, and help you understand how they fit into the overall plan. After careful assessment and discussion, the 1919 team will recommend the best advice for your situation.
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Our guidance includes helping you determine a trust structure to minimize state or federal estate taxes, creating a charitable trust, or creating a special needs trust for a loved one.
Our wealth advisors stay abreast of the latest in estate planning and are well connected to the trust and estate professional community. We can use a wide range of resources to help you achieve your goals.
1919 or our subsidiaries and third party trust companies provide clients with trust management, trust services and estate settlement services.
We’ll work with you to define smart, tax-efficient ways to help define your philanthropic vision and mission and implement your strategy and legacy across generations in your family.
Asset Management Vs Wealth Management: What’s The Difference?
We work in partnership with our clients to create effective and practical financial plans and projects. It’s an ongoing, iterative process that takes into account the ever-changing circumstances of our customers and the world around us. We strive to keep our clients’ short-term and long-term goals at the forefront of our work.
Understand your goals and long-term goals. Gathering personal and financial information including current and future resources. quantitative and qualitative data collection.
Analyze and evaluate your financial situation and resources. creating a multi-scenario plan, discussing opportunities and strategies, ensuring that risks, including market volatility, are taken into account. Identify potential wealth transfer strategies for generational and trust needs.
Review the plan together and discuss strategies for achieving success within your defined parameters.
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Implement investment and planning strategies to optimize your financial and real estate goals. This may include, but is not limited to, asset allocation, investment transition planning, and coordination with tax professionals, attorneys, and insurance advisors.
Life is full of expected and unexpected events that affect your financial resources and future goals. A continuity plan can provide peace of mind during turbulent times and lay the foundation for a flexible and flexible investment strategy. At 1919, we’re committed to helping you simplify this process and create a detailed, dynamic and sustainable financial plan that grows with you and your family over time. A financial advisor like Zeno is a broad term that refers to a professional who advises people about their finances, including certified financial planners. We provide clients with money management advice, comprehensive financial assessments, help with investments, debt, protection, budgeting and estate planning.
As technology advances, the number of “robo-advisors” used by companies is increasing. Robo-Avisors are automated programs that interpret user data using advanced algorithms and create investment portfolios that target the client’s specific financial goals.
Such programs automate the process of gathering and interpreting information, meaning they can complete the work of a financial advisor in a fraction of the time and at a fraction of the cost. Robo-advisors have a place in financial planning as technology advances and algorithms become more accurate.
Wealth Planning Process
However, there are many concerns about how reliable robo-advisors can be and how secure personal data shared through the technology is kept. Many people still want to know that their money is being managed by a real person who they can talk to and communicate with, not a computer.
When writing a PFP, we review your current financial situation and goals, then create a detailed strategy based on your priorities and provide options and ideas for managing your finances.
Additionally, a financial plan can help you prepare for the unexpected by setting aside money in a pot called an emergency fund. In the event of unexpected unemployment, illness or an economic downturn, you can rely on these funds to cover your day-to-day expenses.
In fact, you can use a financial plan to help you achieve your goals and manage your money to ease any worries about your well-being.
Financial Advisor Job Description
At the core of any good personal financial plan are 3 pillars, around which everything else is built:
Advances in technology make it possible for anyone to create their own winning personal financial plan, but it still makes sense to hire a professional like Zeno to create a financial planner and walk with them on the path to achieving your goals.
PFP is a factual analysis of your personal finances, including your income, liabilities, assets and investments. Its purpose is to help you evaluate the feasibility of your personal goals and help you understand what steps you need to take financially to achieve them.
Your personal financial plan can include weeks, months, or years based on the estimated time it takes to accomplish your goals. And you can adjust it at any time to reflect new or changing priorities. Determining your financial goals and resources is critical to developing a successful financial plan. We analyze your cash flow, debt, savings, investments and retirement accounts to help you develop a road map to a prosperous future.
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We act as a two-way street, providing mediation guidance through specific life phases to help shape your overall financial agenda.
We understand the importance of building your portfolio and believe that a long-term partnership will yield the best results.
We help clients plan for retirement by considering the balance between needs and resources. An accurate analysis requires careful consideration of cash flow needs, lifestyle changes, and goals for a successful retirement.
We run different scenarios with different assumptions about costs, inflation, investment growth and the long term. We help you create appropriate retirement strategies and make important retirement planning decisions:
Corporate Finance Definition And Activities
Choosing an investment vehicle is important, but so is asset diversification and balancing. FPIS, Inc. reviews portfolios on a regular basis and makes recommendations to clients on rebalancing funds across the various investment classes in each client’s unique portfolio.
As an independent advisory firm, we are not affiliated with any broker-dealer or fund family. We can use the best investment tools. As a paid consultant, FPIS, Inc. mainly uses no-fee, transaction-based and exchange-traded funds (ETFs).
We invest for the long term with key investment criteria including low costs, a long track record and a strong reputation among fund families. We are not market timers and do not make predictions about short-term market behavior. Instead, we keep our emotions out of the process by responding to market conditions and following a disciplined long-term game plan. Simply put, our rebalancing strategy is to buy low, sell high with each rebalancing opportunity returning to predetermined targets for investment classes.
Our tax department is very knowledgeable about taxes. We offer tax planning, estimates and return preparation for most people. We review the tax implications of investment changes, retirement withdrawals, Social Security collections, minimum retirement account requirements, inheritances, and other important events. Tax planning is another way to improve advisor alpha and build long-term client relationships.
You May Be Missing Out On A Big Work Perk: Financial Planning
We’re not estate planning lawyers and we don’t sell insurance because we’re a fee-for-service firm, but we have a big one
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