WEALTH ADVISORY
We view wealth management as being the cohesive, comprehensive intersection of coordinated financial planning and investment management.
Both are critical to helping you define and achieve your goals without assuming excessive, unnecessary risks.
WE ATTEND TO ALL THE DETAILS ALLOWING YOU TO FEEL SECURE
Enhanced Wealth Advisory
Our Comprehensive Wealth Advisory Service is specifically crafted to offer individuals and families with substantial assets and intricate financial needs a comprehensive set of financial planning and management services. Our objective is to assist clients in cultivating, safeguarding, and effectively overseeing their wealth.
Wealth Advisory Services
CASH FLOW MANAGEMENT
- Analysis of current income and expenses to map out tax-efficient savings plans.
- Future projections of cash flow expenses and assistance with determining how best to meet those needs.
RETIREMENT PLANNING
- Analysis of retirement needs
- Evaluation of retirement options and scenario planning to assist in determining career glide path.
- Social Security & pension optimization planning.
PHILANTHROPIC PLANNING
- Incorporate charitable giving as part of overall estate plan.
- Implement charitable giving strategy in coordination with income tax plan.
DIVORCE PLANNING
- Financial Analysis
- Budgeting and Planning
- Asset Division and Tax Liabilities
INCOME TAX PLANNING
- Analyze tax returns for tax reduction techniques.
- Model various scenarios to maximize wealth accumulation through tax bracket optimization.
- Facilitate tax return preparation with client CPA.
INSURANCE PLANNING
- Coordinate analysis of current insurance coverage with strategic partners
- Consideration of additional insurance needs
- Planning for long-term care and disability
EDUCATION PLANNING
- Analysis to quantify education costs and funding options
- Assistance with financial aid process
ESTATE + TRUST PLANNING
- Comprehensive estate plan review
- Recommend and implement wealth transfer planning techniques.
HELPING CLIENTS NAVIGATE WEALTH MANAGEMENT SINCE 1985
Wealth Advisory
We view wealth management as being the cohesive, comprehensive intersection of coordinated financial planning and investment management. Both are critical to helping you define and achieve your goals without assuming excessive, unnecessary risks.
Our Wealth Advisors serve as coordinators for all your strategic advisors. We are not here to replace what they do but will work to enhance what they offer through a more seamless integration of their services.
We put our clients’ needs and values at the center of everything we do, with the aim of translating your aspirations into solutions to help you realize your goals.
Life is not static, and your financial plan shouldn’t be either. Changing circumstances can alter your financial future, and your wealth management roadmap should adapt to changing scenarios and detours along the way.
Expert Coordination Between Services & Advisors
Being a free-only advisor, we do not accept compensation from any third parties. We understand the importance of your financial protection and we are here to coordinate and serve as the quarterback for all your advisors to ensure a cohesive plan for your overall financial success.
- Risk Tolerance Assessment
- Cash Flow Management
- Retirement Planning
- Tax Planning
- Education Planning
- Estate and Trust Planning
- Charitable Giving
If you don't have time to do it right, when will you have time to do it over?
– JOHN WOODEN
Wealth Advisory Team
Unlock Your Financial Success
Contact us today and see how we can partner to help you achieve your financial goals.
McShane Partners is an investment advisor registered with the U.S. Securities & Exchange Commission (“SEC”). As a registered investment advisor (RIA”), the firm and its associates are subject to the Fiduciary Standard: an ethical and legal responsibility to act solely in the best interests of our clients at all times.
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