Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Planting the seeds for a healthy financial life
Want to manage your personal finances more effectively? It starts by understanding the different components that make up your financial life and the key factors to consider when making decisions.
Watch our Back to Basics series to help build this understanding and grow your financial know-how.
Session 1:
In part one of our six-part Back to Basics series, you’ll learn the fundamentals for creating a budget, building your savings and managing debt.
Session 2:
Life is full of transitions, from buying a home to starting a family and saving for retirement. Learn the key factors to consider when planning for these and other events.
Session 3:
Taxes are an important consideration for many financial decisions. Learn about the different types and the steps you can take to help minimize your income taxes.
Session 4:
You want investments that will help you reach your goals but won’t keep you up at night. Learn practical tips for striking this balance.
Session 5:
Wills are the cornerstone of most estate plans. But there are other documents you should have to ensure your wishes are followed. Learn what those documents are and why they’re important.
Session 6:
Charitable gifting is a powerful tool for affecting the change you want to see. Learn the common ways you can make gifts and tips for effective giving.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Walker Phillips
Partner
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Curious about learning more? Let’s talk.
