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Online Resources |
Start The New Year Off On The Right Track! Contributed By: Executive Capital Resources
Published: January 2005
The end of the year may be a perfect time to reflect on personal and professional accomplishments of the past year. New Year's resolutions are often filled with ideas and promises to do things slightly different in the year ahead. Many realize at the end of the year it is important to reassess both individual and family financial goals including the sufficiency of retirement income, is college funding on track, the importance of annual gifting and family and business succession planning. While financial markets continue to recover, it is more important than ever to have confidence in asset allocation strategies and know that appropriate solutions are in place. Although it is always wise to compare actual to expected results, it is even more important to have a "recovery plan" in place to get back on track to achieve financial independance. Our strategy for providing value added services is to join alliances with established service firms and other professionals (legal, accounting, family counseling, banking, financing, asset management, employee benefit design and administration, property and casualty insurance brokerage) to improve planning and offer a seemless delivery of the highest quality personnel, expertise, products and services. Our contribution, among others, is to review, analyze and monitor existing insurance portfolios. We can help you unbundle product features with recommendations for improving product design and performance. Additionally, we can assist you with "due care" analysis with regard to insurance carrier selection and improved pricing opportunities. In total, our combined efforts should lead to the best planning year ever. Please contact our office for additional information. |
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