We understand that investors have different objectives at different stages of their lives. Our financial and family planning strategies are designed to help you and your family pursue your specific financial goals, whether they include capital preservation, income, tax-advantaged, growth, or access to uncorrelated investments.
We incorporate a comprehensive financial picture of the client and family, reflecting the ownership of private businesses, passive income, concentrated stock holdings, real assets, and liquidity needs.
We believe that investment management is a key element of the broader family well-being, but not the only one. Understanding this and being experienced, professional advisors, we are often involved in family decision-making relating to estate planning, life insurance, charitable giving and philanthropy, as well as tax and legal planning.
NOTE: Drishti Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Investment Portfolio Liquidity, Budgeting and Debt Analysis Ownership of Private Businesses Real Estate, Alternative Investments and Misc. Assets
Estate PlanningPhilanthropy and Charitable GiftingWealth Transfer and Insurance PlanningTax Planning
We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple - and often competing - financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
A comprehensive approach to fullyevaluate and prioritize your finances
Areas of Focus:Comprehensive Financial Planning
• Detailed-Cash Flow Forecasting • Retirement Income Planning • "What if” Scenarios • Multiple Goal Analysis • Education Planning • Risk and Insurance Analysis • Tax Planning
• Charitable Giving
• Basic Estate Planning • Third Party Professional Coordination
Initial Plan/Setup: $4,000+
6 month engagement
Take complete control of yourfinancials and build your legacy
Areas of Focus:Complex Comprehensive Financial Planning
Advanced Services Plus:• Advanced Investment Strategies
• Wealth Transfer Strategies
• Estate Tax Mitigation
• Family Financial Education• Stock Option and RSU Analysis
• Family Foundations and Philanthropy• Business Owner Planning• Investment Property Analysis• Complex Trust & Insurance Strategies
Initial Plan/Setup: $6,000+
12 month engagement