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Planning Tools

Our tools are your tools, available for you to utilize as much or as little as you like…

All Accounts in One Place
Link your financial accounts with automatic daily updates

See Your Financial Goals
On track for retirement? Buying a house, saving for college?

Track Expenses
Stay on top of your budget and track your expenses

Document Vault and More

Tax Efficiency

Having a strategy for withdrawing retirement assets is important. Not there yet? Having a strategy for what types of accounts you are accumulating retirement assets in is equally as important.

Beyond retirement strategies, because we invest in individual stocks and bonds (rather than mutual funds or ETFs), we have greater flexibility in helping to manage your tax liabilities every year, such as with tax loss harvesting.

We’ll work with your CPA to ensure your investments are in line with your specific tax considerations.

Executive/ Business Concerns

Given the breadth and depth of our advisors, we are well versed in providing planning and strategies around the unique concerns of executives and business owners.

As a Tealwood client, our expertise and resources are at your disposal, including the following credentialed professionals:

▪ Certified Exit Planning Advisor®
▪ Certified Financial Planner®
▪ Chartered Financial Analyst®
▪ Accredited Wealth Management Advisor®
▪ Chartered Retirement Planning Counselor®

Education Funding

The cost of college has risen substantially over the years, making it never too early to think about providing for education whether for your children or grandchildren.

Although 529s are popular for good reason, under a variety of circumstances there may be other options that are better suited.

Together we can identify the most appropriate course of action and develop a funding plan to meet the specific education needs for you and your family.

Philanthropy

Purposeful philanthropy is everyone’s favorite kind of win-win. Creating a philanthropic plan can help maximize the impact of your giving for both you and the causes you care about.

Whether via a Charitable Remainder Trust, Donor Advised Fund, appreciated stock, or other gifting methods, together we can determine the most appropriate plan for you.

Legacy/ Estate Planning

Our work includes collaborating with your estate attorney and/or CPA as needed so all aspects of your legacy and/or estate planning goals are in keeping with investment, estate, and tax considerations.

▪ Wills
▪ Beneficiary Designations
▪ Powers of Attorney
▪ Trusts and Trustees
▪ Health Care Proxies

Retirement

Achieving financial security so you are freer to pursue interests and whatever is most important to you. Noting the difference between retiring to something instead of only from something invites a new kind of conversation.

“The New Retirementality” means something different to everyone, and we want to discover what that is for you – whether retirement is decades from now or right now.

Let’s ensure your assets are aligned with your version of retirement.

Lifestyle Planning

Understanding where you are now financially, then organizing around the steps that will work to achieve your and your family’s financial goals is where the rubber meets the road map.

Our collaborative process helps identify and prioritize your goals. Then let us do the analytical heavy lifting, develop recommendations, and coordinate the implementation and ongoing monitoring of your plan.

No thick, stale 3-ring binders here. Rather, a flexible plan that takes the dynamic nature of life into consideration and breathes freely of frequent touch points and conversation. When you need to adjust, your plan can adapt with you.