You can’t predict the future, but you can plan for it.
You can’t predict the future, but you can plan for it.
In uncertain markets, planning for your wealth has never been more important. And everyone has a different path when it comes to pursuing their financial goals. Customized wealth planning solutions from ÃÛ¶¹ÊÓƵ can help you plan for your future with confidence no matter where you are in life or no matter what markets are doing.
Our comprehensive wealth planning services cover 360° of your financial life. Working with you, your ÃÛ¶¹ÊÓƵ Financial Advisor brings the expertise to craft your plan, helping you and your family make informed decisions and pursue what’s most important.
Wherever you are on your financial journey, we can help connect you with expertise and capabilities across the world.
What can wealth planning services do for you?
Whether you're planning for a major life event or looking to create a long-term plan for wealth growth, wealth planning can helpÌýyou ensure you're making informed decisions every step of the way. Your Financial Advisor can provide this type of financialÌýplanning, wealth management guidance and more.
Maybe you can clearly envision how you want your life to be. But what if the pathÌýto what you want isn’t as clear-cut? Your Financial Advisor can provide wealthÌýplanning solutions and guidance, helping you to secure your financial future andÌýachieve your goals.
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Maybe you can clearly envision how you want your life to be. But what if the path to what you want isn’t as clear-cut? ÌýYour Financial Advisor can provide wealth planning solutions and guidance, helping you to secure your financial future and achieve your goals.
Read our wealth planning insights
What’s the real impact of your financial decisions? What steps can you take toÌýsecure your long-term legacy? Understanding your impact is the first step towardÌýcreating a financial plan with clear milestones at every step along the way, so youÌýcan pursue your goals with clarity and purpose.
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What’s the real impact of your financial decisions? What steps can you take toÌýsecure your long-term legacy? Understanding your impact is the first step towardÌýcreating a financial plan with clear milestones at every step along the way, so youÌýcan pursue your goals with clarity and purpose.
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Read our wealth planning insights
Wealth planning solutions can give you focus by providing a clear roadmapÌýfor your financial future. They also help you set specific, measurable goals,Ìýand plan to guide you.
Wealth planning solutions can give you focus by providing a clear roadmapÌýfor your financial future. They also help you set specific, measurable goals,Ìýand plan to guide you.
Read our wealth planning insights
of investors surveyed who have a plan agree that having one helpsÌýthem focus on their long-term goals rather than market declines.
of investors surveyed who have a plan agree that having one helpsÌýthem focus on their long-term goals rather than market declines.
Source: 2024 Investor Watch – Economy in the balance.
Our approach to financial wealth planning: ÃÛ¶¹ÊÓƵ Wealth Way
Our wealth planning process, along with our ÃÛ¶¹ÊÓƵ Wealth Way approach can organize yourÌýfinancial life into three strategies to help give your wealth more clarity and purpose:
Liquidity—to help provide cash flow for your short-term needs
Longevity—for goals throughout your lifetime
Legacy—to assist the people and causes you care about beyond your lifetime
See how
Leverage the guidance of wealth planning professionals
Your ÃÛ¶¹ÊÓƵ Financial Advisor has access to sophisticated Wealth Planners with advanced degreesÌýand designations who can helpÌýyou:
- Tackle complex financial and wealth challenges
- Explore comprehensive strategies aligned to your individual situation
- Have the confidence to pursue the financial future you envision
What can a ÃÛ¶¹ÊÓƵ wealth management professional do for you?
At ÃÛ¶¹ÊÓƵ, financial planning is part of our wealth management. These are the five basic stepsÌýof how we can work together through financial planning and wealth planning.
Discover
Have a conversation aboutÌýwhat’s most important to youÌýand share your financialÌýinformation
Plan
Build your financial plan andÌýcreate strategies tailored toÌýyour specific needs
Agree
Discuss and agree on yourÌýfinancial plan and next steps
Implement
Identify solutions and coordinate with all of your financial professionals—including your ÃÛ¶¹ÊÓƵ Financial Advisor, your CPA, estate attorney and more
Review
Periodically review your planÌýwith your ÃÛ¶¹ÊÓƵ Financial AdvisorÌýto ensure it reflects your mostÌýrecent goals and circumstances
Frequently asked questions
Resources to help you plan
Explore our educational resources and tools to help you plan with confidence.
More financial solutions
We can provide guidance for any stage of your financial journey
Get in touch
Together, we can help you pursue what’s important
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