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.
July 1, 2021
We believe priority should be given to identifying ways to enjoy it and use it as a tool to accomplish other life goals or objectives. For some, taking time off from work to travel or simply change gears for a while is top of mind.
For others, the ability to work differently, such as start a company, work in an entrepreneurial setting, or change industries, would be a dream come true. Often, all of these options are completely doable. The key is to work with an advisor to help you outline a clear picture as to what it will look financially and determine what works and what doesn’t.
We find that financial modeling of various scenarios (including stress testing) around life expectancy, investment returns, and income and spending assumptions, etc., can serve as an effective roadmap and help clients make big decisions with confidence. In addition to solving the money equation, it’s also important to think through and successfully navigate insurance coverage, tax withholdings, and logistics around cash flow from month to month during a work hiatus. Moreover, low-income years may present financial planning opportunities, such as taking advantage of Roth IRA conversions at low tax rates or reducing a concentrated stock position at more favorable capital gains tax rates. You’ll want to work with someone who is not only equipped to help you plan for the long term but also proactive year-to-year to help you take advantage of tax and other planning opportunities along the way.
Please read important disclosures here.
Aaron is a Partner based in the San Francisco office. He provides comprehensive investment and planning advice to individuals. While Aaron works with a wide...
Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do…
Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.
Partner & Director of Investment Management
In this paper, we discuss some of the more common tendencies that affect investors and we offer a few tips that may help keep investors…
Mindful giving allows us to consider what we know of the recipient and to think about what that person might like to receive. Principal Judith…
Have you ever considered working with a financial advisor? If not, you should, as money and financial planning can be contentious subjects, and separating your…
Curious about learning more? Let’s talk.
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.