Life Planning Defined
For many in the industry, financial planning focuses primarily on the investment portfolio. At Raskob Kambourian there are many other important aspects to consider in addition to the investment portfolio. This is Life Planning: a focus on planned and unplanned events as well the things that make life worth living.
Comprehensive Financial Life Planning
Comprehensive financial life planning takes a holistic view of your financial situation in order to formulate a strategic plan to guide you in the pursuit of your goals. Your unique situation provides the elements for your personal plan.
- 360 Degree Review
- Insurance Analysis
- Cash Flow Analysis
- Retirement Planning & Projections
- Retirement Income Needs
- Longevity Planning
- Bequest & Asset Transfers
- Net Worth Optimization
Trust Services & Estate Planning
We partner with National Advisors Trust Company to offer Trust Services for our clients. Estate Planning is a vital component of your comprehensive life plan. Working in close partnership with both clients and estate planning attorneys, we ensure this critical piece of your financial life is in order.
- Revocable Trusts
- Charitable Trusts
- Irrevocable Life
- Insurance Trusts
- Special Needs Trusts
- Agent for Trustees
- Powers of Attorney
Tax Planning / Preparation
Raskob Kambourian offers tax planning and preparation based on your specific tax circumstances.
This includes year-round tax consultation with tax projections based on various scenarios.
- Individual and Trust tax preparation
- Audit Representation
Our approach to investment management centers on the objectives of our clients. We begin by determining the clients’ goals, risk tolerance, and time horizon. Based on the results of our analysis, a number of strategies may be employed.
From building a customized portfolio to utilizing our automated investment management platform, Raskob Kambourian has the tools and technologies to meet your unique needs.
We offer a customized array of financial service choices designed to meet individual needs, increase total net worth, and address the special needs of higher-wealth clients. Whether one’s assets are acquired through inheritance, the sale of a business, or hard work and prudent money management, great care must be taken to preserve family wealth and provide a legacy for younger generations.