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Complete Financial Planning

Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

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“A couple was accessing their inheritance through several trust structures, all with different tax consequences and withdrawal restrictions. They knew they had significant wealth invested, but rather than feeling secure, they felt they were in danger of squandering much of that wealth, and were unable to plan. No wonder—nine different accounts with twelve different stockbrokers and private money managers, none of whom knew the objectives or sectors of the other’s investments. The first thing we did was to provide a clear view of their finances. With a newfound understanding of spending, cash flow and net worth, they felt secure in our recommendation of strategies to maximize, protect and transfer their wealth.”

Our Advice

We prepared a net worth and entity flow chart with values, tax implications, cash distribution restrictions; a spending analysis and detailed projected budget for capital expenditure, business and personal expenses; an evaluation of available, current and projected cash flow; a statement of current and projected net worth; and an income tax and estate summary.

We developed an investment structure for the liquid assets management, with the appropriate asset allocation providing the required cash flow, which, in turn, was positioned in the appropriate entity to accomplish its goals.

Recommended, independently and objectively, the most appropriate managers within the allocation to accomplish the goals of the wealth planning.

Waldron worked with the clients—who like to take extended trips abroad—on developing a solution to have their bills paid, reconciled, and monitored back to their budget plan.

Team Members Who Can Help

Matthew Helfrich
John Waldron
Robert Wyche

Financial Planning

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Cash Flow Projections and Planning
Retirement Planning
Philanthropic Planning
Education Planning

Real Estate Services
Executive Compensation Consultation
Business Owner Advisory Services

Expertise for Every Scenario

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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Preparing Your Kids
for Wealth
Matthew Helfrich,

Matthew Helfrich, CFP®, President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.

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Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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Supporting Your
Family Office

Michael Krol, CFP®, CPA, CFO & Chief Service Officer, tells how Waldron efficiently helps family offices provide expanded services for their clients.

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Considering the
Effect of Taxes

Robert H. Wyche, Managing Director, relates the story of a coordinated carryforward strategy.

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Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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Goal-based
Investing
Benjamin Greenfeld

Benjamin Greenfeld, CFP®, Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.

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Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

More
#25

Forbes list of
America's Top
Advisors