Financial Planning

Whether dealing with an individual or a family Verde Capital Managements advisors will measure their success one goal achieved at a time.

Financial planning starts by identifying, documenting and measuring your goals. As a starting point this will outline the parameters to success. Once the goal is identified, we will take a detailed account of many of the things you have already put in place. Only by understanding where you currently stand can we devise a strategy to get you to where you want to be. Verde’s financial advisers, through their relationship with Fidelity Institutional Wealth Services have access to many planning tools that allow us to customize a financial plan to your needs taking into account your unique circumstances.

In addition to providing you with a detailed savings plan that identifies not only how much you should save but also what account type is most appropriate, our advisers will give you a detailed investment plan that identifies the investments that can give you the growth necessary to achieve success. Our endowment inspired investments approach is based on some of the most cutting edge research coming out of some of the Harvard and Yale endowments. This investment approach allows our clients to experience very high rates of return while at the same time creating a portfolio that is more consistent and predictable. Having a high rate of return that is bench-marked to the market is one of the most critical things we do.

Planning for what can go right is only half of the equation. Contingencies that can go wrong can create unforeseen risks that must be hedged. We know that today many clients will have an average of 7 different jobs during their workable life. Planning for a job change is very important to insure that the temporary loss of income does not derail our goals. In addition, life often throws unexpected events into the mix that often challenge the most carefully thought out plan. Whether dealing with a new birth, a death in the family, or a prolonged disability, your plan should take these events into account.

Any good financial plan is incomplete without taking into account the eroding effect taxes can have on a portfolio. Forward looking tax planning must be taken into account to avoid simple avoidable mistakes and insure you get to keep more of the money that you make.

And last, a good estate plan that allows for the efficient transfer of wealth from one generation to the next is very important. Although an attorney drafts many of these documents, Verde’s advisers provide the much need accountability many clients require to ensure that procrastination doesn’t keep you from having these very important documents in place.

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