Getting to know you
We want to get to know you as individuals by asking meaningful questions to develop a roadmap that will last a lifetime. These are comprehensive questions, but they are some of the most important ones you will ever answer if you wish to achieve your goals.
Your life history
Life history has always played a dominant role in shaping individual attitudes. In fact, most individual attitudes and beliefs about money are shaped by childhood experiences. Life History Questionnaire.
Your guiding principles
Guiding principles are the combination of attitudes and beliefs that help individuals navigate through the realities of everyday life. Guiding principles are helpful when making decisions in difficult matters, and in strengthening relationships as individuals face life’s challenges. Guiding Principles Questionnaire.
Life transitions
The concept of life transitions is defined by some as the psychological process that an individual goes through to come to terms with a new situation. Sometimes planned or unplanned, they occur in everyday life. Life Transitions Questionnaire.
Goals
Goals are dreams and aspirations that you would like to have happen sometime in the future. It can be beneficial to explore these dreams and aspirations in greater detail and plan for them accordingly. Although dealing with the transitions that you are experiencing is critical, you should not overlook the importance of setting goals. Goals Questionnaire.
Living Trusts and Estate Plan development and review
Whether you already have a trust or need one, we can help you put the pieces together. Estate tax legislation is about to change, and this means you owe it to yourself and your family to dust off your trusts, wills, health care directives and insurance policies. If your family net worth is in excess of $7 Million, new laws will have a profound effect on planning and charitable contributions going forward. The Private Trust Company, N.A is a wholly owned subsidiary of LPL Financial. To calculate your Estate tax given current tax laws, click here.
Long Term Care
Long Term Care is not for everyone, but may serve an important role in preserving wealth. View the PBS special on Long Term Care.
Fact Finder
A requirement for all new clients. Take inventory of your income, balance sheet and liquidity.
Household Budget
What's your retirement number?
Find out here with our retirement income calculator, print it out and then let us help you plan for it and how to protect it.
Your personality
What kind of investor are you? Take our fun personality quiz developed by Harvard Professor Richard Geist.