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Context Financial Group, LLC offers expertise in financial planning including wealth management, estate planning, and retirement planning. Context Financial Group, LLC serves individuals, families and family business owners.
Financial planning is most powerful when it is a life long process. The process includes creating a vision, developing a plan of understanding, a plan of action, and reviewing progress along the way. These are the essential ingredients of our financial planning process. It has been said that great outcomes are a natural outcome of a good initial foundation. That is why we are such fervent believers in the financial advisory process.
The financial advisory process contains all the steps required for great outcomes including; personal attention to you and to the details of your situation, a high level of understanding of the current economic framework and financial markets, and:
- Asset Management
- Our firm will constantly study the markets, the economy and history so as to give you the best insights we can about how to position your portfolio in this challenging climate.
- We will provide you with valuable information about primary market and economic trends.
- We recommend investment strategies that can help you reach your objectives.
- Retirement Planning
- We help our clients to determine how much they will need to retire comfortably and stay financially secure throughout retirement.
- We provide advice on the structure of income and assets in retirement to maximize resources.
- We provide advice on pensions, Social Security, health care plans and real estate.
- Estate Planning
- We help our clients to preserve their estate for intended heirs.
- Our financial planning process will help you to gain a working knowledge of the various types of estate conservation tools available to meet your needs and objectives.
- We will help you gather and organize critical financial information about your assets, liabilities, insurance plans, ownership and beneficiary arrangements.
- When you schedule your initial appointment with an estate attorney you will have a conceptual understanding of your planning requirements and be prepared to make an informed planning decision.
- Once your estate plan has been signed we will assist you and your estate attorney in the process of updating ownership and beneficiary arrangements.
- Risk Management
- We will review your current insurance requirements and coverage that is in place.
- We will make recommendations, where appropriate, about the type of coverage you should consider, the types of coverage that best meets your needs, and the companies that will best represent your interests.
- Asset and Liability Planning
- We will help you match assets with future liabilities such as expansion plans for your business, real estate or education planning for children.
- In addition we will recommend specific investment and accumulation strategies to achieve your objectives using appropriate tax and risk control strategies.
- Tax Management
- We coordinate our efforts with your tax professional to reduce current and future tax liabilities.
- Context Financial Group LLC does not offer tax advice.
All financial planning services are offered through Context Financial Group, LLC, a Registered Investment Advisor.
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©2024 Context Financial Group, LLC. All rights reserved.
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