We believe focusing on what matters most and building a financial legacy requires a well executed plan that avoids critical mistakes in 6 dimensions of wealth management.
- Cash-flow management
- Tax reduction and mitigation¹
- Protection of their assets and their dependents from lawsuits, insurable loss, or other financial or personal threats
- Trust and estate plan implementation²
- Charitable giving
We address each of these spheres according to your needs and desires. In doing so we are happy to work with any competent advisors you already have and then rely on experts of our own as needed. Literally we function as curators of powerful strategies and insights by working with leading experts in each of these dimensions.
Our process starts by doing a great deal of listening and by asking appropriate, thoughtful questions to understand what matters most to you. We then work with you to develop a plan that anticipates and prepares for your income and expenses (cash-flow management) both now and in the future including retirement. This in turn requires that we make sure your investments are targeted and structured appropriately to meet this need. Then we normally turn our attention to making sure your assets are properly protected from being unjustly or accidently taken. Finally, we finish the initial work by addressing the areas of estate planning, long-term tax strategy and charitable giving.
Determining an appropriate plan normally requires approximately two months and beginning to execute on all six areas of wealth management requires another 7 – 10 months. Full execution of the plan requires a lifetime.
The best way to see if we would be a good fit for you would be to start a conversation. See how we can assist you in your financial planning, pain-free!
¹ Oak Hill Wealth Management and Infinex do not provide tax advice. Investors should contact their tax advisor for their particular situation.
² Oak Hill Wealth Management and Infinex do not provide legal advice. Investors should contact their legal advisor for their particular situation.