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Financial and Estate Planning
Successful financial and estate planning requires making wise choices regarding what you value. These include choices from a financial, intellectual, and emotional perspective, focusing on capturing opportunities and capitalizing on personal talents. At Hawthorn, our unique approach to paying attention to "why" an individual desires to take a specific action before "how" we implement a financial planning solution creates a foundation for a lifetime plan.
While many Hawthorn clients have financial and estate plans in place, as well as a team of advisors working on their behalf, we serve as a source of "collective wisdom," connecting your vision with your plan. We keep abreast of changes in your personal circumstances, as well as tax and estate laws, to help identify and monitor issues and opportunities that may need to be addressed.
The Planning Process
We believe financial planning begins with a comprehensive discussion about what you hope to achieve during your lifetime - not only financially but personally as well. Your Hawthorn advisors will help formulate a plan that clarifies the issues that need to be addressed and chart a course, or plan of action, for the future that will help you achieve your personal and financial goals and objectives.
Our team of advisors and wealth planners are committed to using their extensive experience, research capabilities, and planning tools to create innovative and customized planning solutions.
The areas that we cover include the following:
- Trust and Estate Planning
- Retirement Planning
- Personal Balance Sheet Analysis
- Insurance and Risk Management
- Philanthropy
- Tax Management
- Qualified and Non-Qualified Plans
- Executive Compensation
- Business Succession
- Legacy Planning
- Planning for Individuals with Disabilities
Family Legacy Planning
A legacy plan may focus first and foremost on what you value before focusing on the value of what you own. The family financial philosophy statement may become the driving force in making decisions that impact your financial well being and the effective transfer of wealth.
Your legacy may define the purpose of your wealth and reflect your desire to make the most of the resources at your disposal - financial, intellectual, and social - and align your philanthropic objectives accordingly.
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