Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners.
We understand people can get used to the way life is because that’s the way it’s always been. But life changes often: weddings, death, divorce, inheritance, major purchases. When these changes happen, it’s important to have a conversation about how that will impact the plan, positively or negatively. We’re nimble and efficient enough as a firm to help individuals navigate big life markers when they happen.
More than a few changes are not slowly moving objects. They happen suddenly, and our clients can feel overwhelmed financially. If the event is substantial — in emotional weight and financial importance — it might change what you’re trying to achieve in the future. Voisard will break the situation down into bite-sized pieces.
Life markers may cause us to review the estate plan. If you’re working an investment manager, they’re not always going to look at the estate plan. By us being holistic planners who fully understand the situation, we know how these life changes really impact the entire landscape. If you overlook something simple, it could throw things out of whack. We’ve never seen a hearse carrying a luggage rack, and while you can’t take things with you, we understand you want to make sure your goals and wishes are accomplished.
We have great resources for all members of the plan, not just those that hired us. Watch to learn more.
Measuring success isn’t always about the final balance sheet. Watch to learn more.
Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.
Our holistic approach covers more than simple retirement planning. Watch to learn more.
It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.
No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.
The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.
What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.
Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.
It’s all about the money, until it’s not. Watch to learn more.
We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.
We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.
Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.
When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.
There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.
Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.