Financial Planning
Recognizing that no two clients are alike (even in the same band), we take the time to learn about your particular circumstances, goals, and aspirations. From there, we develop an integrated plan that addresses all parts of your financial life. Whether it’s buying a guitar or buying a house, planning your vacation or planning for retirement, we will make sure you feel confident and secure in every financial step you take.
- Seamless collaboration between your wealth manager and business manager
- Financial planning services designed to help you achieve your goals while managing risk
- Create clear, appropriate investment goals
- Help you pick the right mix of stocks, bonds, and other investments to help your money grow
- Increase your investment gains by reducing costs and managing your portfolio to save on taxes
- Keep the big picture in mind when planning your financial future
- Personal Financial Services
- Bill pay services for when you’re out on the road
- Assistance with personal tax planning and preparation
- Plan for big purchases (houses, cars, etc)
- Plan for big life events (marriage, paying for college, etc)
- Help you explore new business opportunities outside of touring and recording
- Offer guidance on how to achieve your life goals, without sacrificing your artistic vision