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Financial Planning

Strategic Capital’s private wealth strategy group provides individualized financial planning that guides, protects, and enhances your financial quality of life.

Financial Planning

Your Financial Plan

The process of financial planning can encompass many aspects of life. Ultimately, the first step in developing a financial plan is to articulate your financial goals in the short- and long-term. We help our clients turn an abstract idea into a tangible, working plan of action while also pinpointing areas you may not have thought about along the way. Whether planning for yourself, your family, or your business, we begin our process by listening to where you want to go and designing a path forward. As you evolve so do your needs, and your plan should be able to do the same. Our planning is an ongoing process in which we help our clients identify their needs, design a plan and implement various strategies to accomplish the needs of the plan. With continuous monitoring, we are able to evaluate your progress and begin to again identify if any new needs or other external factors warrant adapting your plan.

Portfolio Management

Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private sector of investments. Our private alternatives analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternatives analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity identified by our proprietary artificial intelligence, Newton. Using these strategies we can better identify trends in the private and public markets to further enhance your portfolio’s objectives.

developing a financial plan
developing a financial plan

Financial Planning

Our advisors specialize in architecting solutions driven to accomplish your goals – now and in the future. We comprehensively analyze your current financial situation in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more at both the personal and respective business levels. Your current financial outlook and any previous planning help us identify your current path and enable us to identify and correct any shortcomings resulting in a newly created recommended path moving forward with a greater likelihood of success. Our goal is to find efficiencies in your current strategies to increase your probability of success now and in retirement.

  • Current Plan vs. Recommended Plan
  • Investment Management
  • Wealth transfer
  • Estate Planning
  • Risk Management and Insurance Solutions
  • Retirement Plans
  • Tax Coordination

Risk And Insurance

As an entrepreneur, your business starts with you. What would happen to your business if something adverse were to happen to you? Risk mitigation or elimination and ensuring that your business never skips a beat in your absence are crucial to the success of your business and yourself financially. Need closing statement

• Disability Insurance
• Key Man Insurance
• Business Overhead Insurance
• Personal Liability Insurance

Financial Planning Process
Retirement Financial Planning Process

Retirement Plans

Implementing a retirement plan is a great way to take care of your future self and also provide benefit to you and your business in real time. There are many solutions that exist that can accomplish many different financial objectives. From plans that can provide much larger contributions and tax deductions than that of your typical 401(k) to plans that can provide additional advantages such as death benefits, our team of advisors works to coordinate the most efficient plan possible to accomplish all of your entrepreneurial needs.

  • 401(k)/Profit Share
  • Defined Benefit
  • Cash Balance
  • Fully Insured Plans
  • Executive Bonus
  • And mor

Tax Coordination

THE + IRS = THEIRS! Without a comprehensive plan encompassing tax strategies, you may be paying more taxes than needed. Our process involves working with your current tax team to help lower your tax bill by coordinating savings strategies to help reduce liabilities now and in the future. If you do not currently work with a tax team, our network of CPAs specialize in helping you, as an entrepreneur, to use the tax code to your advantage and benefit. Education is the key to empowerment!

Tax Coordination
Business Consulting

Business Consulting

Being an entrepreneur requires you to wear many hats and consume many responsibilities apart from the revenue generating activities in which you excel. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using your Strategic Capital Network, we are able to provide solutions for almost all of your business needs.

Estate Planning

Estate planning is important for everyone, no matter age or wealth. Estate planning creates safeguards that protect your assets and personal property and how they are transferred to your heirs. Last will and testament, trusts, powers of attorney and medical directives, and probate and inheritance all play a part in completion of your last wishes and transfer of assets in the most timely and efficient manner possible.

Estate Planning



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