We start with the basic building blocks of a financial plan: retirement planning, education planning and risk management (insurance). From there, Family Office clients can receive comprehensive reporting detailing our analysis of cash flow, retirement readiness, insurance and estate planning, and net worth.
Additionally, we work with clients on Valiant Generational Wealth Management. That means working with your family to help your heirs and extended family understand your wishes and beliefs around your wealth.
For many of our clients, we show value by saving time and maximizing every dollar, from identifying the right rewards credit card to helping vet and manage rental properties and business interests. We also offer complete bookkeeping services.