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Financial
Planning
Preserving
Capital
 We become our client’s principal financial
advisors on an ongoing basis. Working closely with a client’s attorneys and
accountants, we help our client define financial goals and then develop and
execute a comprehensive plan to achieve them.
Our services include:
- Budgeting and Cash Flow Management
- Tax Planning
- Structuring of Trusts, Foundations, Family Gifts, and Charitable
Contributions
- Pre and Post-Retirement Planning
- Insurance Analysis
We encourage our clients to develop a comprehensive financial plan because we
believe planning is an essential part of preserving wealth and making it grow.
This service, which is usually the first step in portfolio management, is
included under the investment advisory fee with no extra charge.
We review our client’s assets, income needs, family situation, tax
circumstances, and other considerations in order to establish investment
objectives. We seek to meet fully the intergenerational needs of families on an
ongoing basis. In many cases, this counseling leads to the establishment and/or
management of trust, foundation, retirement, and other
portfolios.
To view our Disclaimer, click
here.
Questions? Email us: info@trainbabcock.com
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