Looking for a Second Opinion on Your Financial Situation?
Just as a second opinion about your health may be helpful, you may find it enlightening to get a second opinion about your finances. We’re familiar with most university benefits plans and our goal is to help you assess your situation, whether you’re worried about a potential problem or looking for increased peace of mind.
We have a deep bench of in-house estate planning, taxation, and accounting specialists who can view your financial state through the lens of their respective disciplines. Each member strives to help bring valuable insights to apply to your situation, contributing to actionable recommendations customized for you.
A medical second opinion could lead to a new treatment, or even a new diagnosis. Another physician examines your condition from a new perspective and can provide new options. Even if the second opinion validates your current approach, it could help provide peace of mind knowing that you’re on a productive path. Could your finances benefit from similar attention?
Is hiring a financial advisor worth it? In this video, you’ll learn about the different types of advisors and how they work, along with some tips for getting the most value from an advisory relationship.
A complex financial life leaves more room to miss key things, may needlessly enhance tax liability, and potentially leaves fewer assets behind for heirs. For those edging closer to retirement, the biggest questions are: How do I begin to simplify my financial life? What does simplification even look like?
If you think about taxes just once a year at tax time, you’re missing out on some effective strategies to save for the long term. Proactive tax planning can help you keep more of what you earn. Learn how to leverage your university benefits in a tax-efficient way.