At Hightower Bellevue, your interests come first. We prioritize creating a customized plan that seeks to provide optimal benefits for you. We offer holistic retirement planning solutions including a review of your timeline, retirement saving goals and financial projections. This enables us to help outline a long-term solution and plan that is tailored to your situation. Throughout the process, we’ll provide updates and encouragement every step of the way.
We help our clients coordinate all aspects of their planning. In a single meeting, we are often discussing your estate planning, risk tolerance, risk management and tax planning. Our top priority is to achieve the goals set in your financial plan and deliver your desired outcomes. As a fiduciary, we help you understand your plan, coordinate your financial plan with other professionals, and follow-through to make sure all your concerns are addressed and met.
Our team understands that the same retirement or personal financial plan doesn’t work for everyone. Therefore, we are careful when constructing customized plans for our clients to take these different needs and risk tolerance into account. Some clients will face significant income and estate tax planning issues, while others may be focused on safeguarding their resources to cover their long-term needs. We cover all topics relating to a clients’ planning and we do everything we can to help our clients navigate and achieve their desired planning outcomes. Acting in a fiduciary capacity allows us to help you make decisions in your best interest when recommending a planning solution.
Our process also looks closely at your estate planning needs and we think this is one area that is often overlooked by most advisors. We can also assist clients in designing a charitable gifting and legacy plan that matches the needs of the family. Our Family Wealth Stewardship process is aimed at helping families address these complex estate planning and legacy solutions often tied to a family business transition. Please see more information on our FWS process here.
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