Executives and business owners require related advisors with specialized expertise. We perform a gap analysis to identify where existing advisors suffice and where more specialized assistance is required.
We act as your advisor-in-chief to prioritizing and coordinating all other advisors. You only have to manage one central point of trusted contact. We will guide you through one of the following areas each quarter until all aspects of your finances move into maintenance and monitoring.
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Wealth Enhancement:You have unique opportunities for maximizing tax efficiency. Getting it right requires coordination of your accountant, bookkeeper and wealth advisor.
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Wealth Transfer: Your values, relationships and financial complexity require specific estate planning expertise. We coordinate information and implement recommendations.
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Wealth Protection: You face unique risks requiring sophisticated solutions. Our tight integration with your insurers saves time and ensures consistency with your plan.
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Career Maximization: Your future earnings may be your largest asset. The right attorney enhances career transitions. A business coach can broaden achievement. A bookkeeper provides peace of mind and regular snapshots of your spending. A personal trainer, perhaps a personal chef, may give you an edge.
The Expert Advisory Network: We strategize with our hand-selected team of leading experts to identify your biggest opportunities. The team of experts provides a cross disciplinary review that yields powerful insights and better prioritizes your next steps.
Tax
Banking
Estate Planning
Bookkeeping
Compensation & Benefits
Mortgages
Career Coaching
Concentrated Positions
Life & Disability Insurance
Long Term Care Planning
Home & Auto Insurance
Professional Insurance
We bring advanced planning to you through a single trusted advisor, us!
Runyon & Bowes can help you achieve your financial goals.
