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
- Tailoring your investment portfolio to meet your risk and return standards while
sustaining consistent growth
- Increase investment returns by reducing costs and managing portfolio in tax efficient
manner
- Focusing on financial goals when planning for your future
- Personal Financial Services
- Managing financial operations from bill pay to revenue collection
- Assistance with personal tax planning and preparation
- Planning for major acquisitions and disposals (real property, personal property,
vehicles, ownership interests, etc.)
- Guidance and planning for significant life events (marriage, children, tuitions, etc.)
- Evaluate and advise on new business opportunities outside of music and
entertainment
- Offer guidance on how to achieve life goals, without sacrificing artistic vision and
efforts
