You’ve worked with your advisor to build a goals-based plan, but life is unpredictable and as your situation changes, so should your financial plan. We want to see our clients succeed, so we work to make sure that your plan helps you get where you want to be. After we work together to develop your
As your wealth grows, often your needs do as well. We can help you with a range of solutions including cash management, custom investment solutions and checking and lending services to help manage your savings and cash flow needs and keep your financial plan on track.
For your business succession plan, we’ll work with you to understand how much your business is worth, analyze your insurance, and determine any gaps, and help establish a smooth transition for when you move on.
Understanding how much life insurance you need means taking a deeper look at your financial situation – income, college expenses, mortgage, and debt. We can analyze your current policy and see how it aligns with your finances and make recommendations. If you don’t currently have a policy, we can
Wealth management is more than knowing where your investments are – it’s working with every aspect that contributes to your wealth – your financial and estate plans, charitable contributions, tax strategies, and building lasting relationships with the professionals, such as attorneys and tax
We understand that our clients want the best for their children – part of that is providing them with a college education and relieving them of the burden of student debt. As education costs increase, the sooner you start planning for your children’s educational future, the better. We incorporate
Before you embark on your retirement journey, it’s important to have a plan in place. We’ll work with you throughout your transition into retirement to understand your financial goals, lifestyle, and plan for income. Your plan doesn’t stop there – we continue to meet with our clients after
Are your investments working for you? We have tools to analyze your current portfolio and help you understand if it’s helping you reach your financial goals. We can design a personalized portfolio for you based on your short and long-term goals and identify the strategies that are aligned with your
The income you rely on during your retirement may come from many sources such as a pension, Social Security, 401(k), and personal retirement accounts. Based on your goals for retirement and resources, we’ll work with you to develop an income plan and offer solutions to help your income last
Plan for the future with a plan for your legacy. We can help you identify giving strategies and work with trust administration professionals to establish your legacy plan including charitable giving, trusts, up-to-date beneficiaries and help ensure a smooth transfer of assets.
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning? Wouldn’t you like an orderly “exit” from the business, once it’s time for you to take a back seat?
Having a will and trust is great start when it comes to your estate planning – we can coordinate with your estate planning attorney to help you understand the complete picture of what happens to your assets after you’re gone. This means making sure that your wealth is set to transfer to the
Three Rivers Executive Consulting works closely with all business clients on corporate cash management, succession/transition planning, retirement plan services as well as other services, but automotive dealers present a unique planning opportunity. Automotive dealers are well aware of the
401(k)s, profit-sharing plans and pensions are just a few common examples of employer sponsored retirement plans that provide your employees the opportunity to save for retirement in a tax-efficient manner. Often times, your company's retirement plan could be one of the most important employment
Creating a financial plan involves understanding how to effectively manage your money to help you reach your goals. Many individuals strive to be debt-free, allowing them to focus on other purchases or life events. We’ll work together to create a budget based on your income and necessary expenses
Set up a donor-advised fund Charitable giving is meaningful to investors and non-investors alike. As an investor, we’ll work with you to understand if a donor- advised fund is a good fit for you. Donor-advised funds allow you to donate securities and direct your contribution to your registered
What type of lifestyle do you want to maintain during retirement – do you envision yourself traveling to must-see tropical destinations with your spouse? Or maybe settling down and spending time with your loved ones? Whatever your ideal lifestyle is that you want to carry on throughout retirement