"I love it when a plan comes together." John 'Hannibal' Smith - The A-Team
At Xception Advisory Group all our successful client relationships are built on a solid foundation of planning. For business owners and entrepreneurs, planning can apply to many different areas of personal and professional life, and it is often difficult to separate business and personal planning that is heavily intertwined. Given this complexity, it is important that our planning process and recommendations are as simple and multi-purpose as possible.
We start any new client relationship with a fee-based planning process with a clear scope of work, estimated timeline, flat fee, and specific deliverables in mind. We follow a targeted and intentional process based on (i) extensive due diligence, (ii) thorough client discovery, and (iii) purposeful plan design. This process results in custom strategies and a straight forward plan of action to implement.
Planning topics often include:
Business Planning: Exit & Succession; Family Business Transfer; Income Tax; Executive Retention and Compensation; 401(k)
Trust & Estate Planning: Long-range Family Legacy; Asset & Creditor Protection; Estate Tax & Liquidity Planning; Blended Family Issues; Philanthropic Goals; Grandchildren Planning; Special Needs Planning; Wealth Privacy; Defining Family Wealth Values
Financial Planning: Family Lifestyle Planning; Retirement Cash Flow; Family Wealth Values; Career or Lifestyle Changes
After the planning phase, we typically work with you, your existing advisors, and other key strategic partners and specialists to execute the game plan. During and after the planning implementation phase, our role as a strategic advisor often expands to include wealth advisory services and insurance solutions where appropriate. Clients often find value in the seamless coordination and integration of planning, investment advisory services, and insurance solutions.