Your Wealth Advisory Process
We believe that the most important way we help you stay disciplined, focused and on track is our comprehensive wealth advisory process.
This process is designed to uncover your full range of financial needs, from wealth creation to wealth protection to preserving your legacy - and create a plan to help you get there.
335 N. 3rd Avenue, Oakdale, CA 95361 Phone: 209.847.3700 Fax: 209.847.6049
Toll free: 1.800.333.0632 Email: marcy@kenboone.com
Your Team of Experts
We have been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation, and other components can make coordinating your financial life a difficult job.
We take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.
In addition to our wealth advisory services, your team may include:
- Certified Public Accountant
- Estate Attorney
- Insurance Specialist
Depending on your needs we may bring in other experts and planning
professionals, such as a Valuation Specialist or a Charitable Giving
Specialist, to address specific issues.
We will coordinate each professional's individual expertise and incorporate their recommendations into your wealth plan as appropriate. We can also integrate any of your current financial professionals into our team approach.
Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in synch, with every item properly addressed.
Click on the links to the left for an expanded explanation of each step in the Wealth Advisory Process.
