Financial Planning

Wealth management is not investment management alone. Each aspect of your wealth affects at least one and usually several other dynamics of your overall finances. So you can easily see the big picture, your team organizes all facets of your wealth. While the complexity below the surface remains, we identify and clarify these interrelationships in order to simplify your decisions—and your life.

Cash Flow Projections and Planning We clearly analyze spending and expenses, breaking them down in categories (lifestyle/personal, household, other residences, education, gifting) establishing a ratio of income to spend, highlighting trends and presenting it in table, graph and prose formats—all so you can easily see if your wealth management is indeed mapping to your goals.

Retirement Planning Will you be changing your primary residence? Increasing your philanthropic involvement? Large tax, estate and insurance ramifications converge during the transition to retirement. We help you make the financial choices that best support your goals.

Philanthropic Planning The same measures of effectiveness that apply to your personal finances should be brought to bear on your philanthropy; tax and investment decisions have far reaching consequences here as well. It’s all managed so your desire to make a continuing contribution to the things you care deeply about in the world can be implemented efficiently.

Education Planning For your children, grandchildren, nieces and nephews, there are myriad ways to structure funds specifically for their education—from choosing among 529 funds to establishing family trusts.

Real Estate Services The timing of large-scale purchases, sales, leasebacks and other transactions should be considered within the context of your income and tax projections. We not only advise, but also help facilitate the transactions, coordinating outside professionals when needed.

Executive Compensation Consultation We’ll analyze your compensation and benefits package, making recommendations based on your entire income stream so tax liabilities are minimized. More

Business Owner Advisory Services We consult with business owners on everything from the ownership structure at start-up to valuation at sale. Before you sell your business, we help with pre-transaction planning. After the sale, we’ll walk you through your new life. More

Interested in learning more about how we can help? Reach out to speak with one of our experts.

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*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waldron does not serve as an attorney, accountant, or insurance agent. Waldron does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Waldron’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Waldron’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

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