"Living-Legacy Process"
Is defined with three simple words:
Impact, Intimacy and Vision
Impact is defined as having the capacity of delivering tangible results based on a client's needs for a properly executed estate plan to preserve financial wealth and integrity.
Intimacy is the level of closeness that is not found in typical relationships in estate planning, that will withstand the test of time and incorporate the true wealth transfer which is integrity with value.
Vision allows us to create a compelling picture of what estate planning can achieve for the benefit of an individual and/or their family without compromising their future years of enjoyment.
This is a highly introspective approach to estate planning which requires a great deal of attention to peoples' needs. Not only are emotional and psychological issues addressed, but the process also relieves the anxiety experienced by not addressing the issues of transferring values from one generation to the next. There is a high level of fact-finding and gathering of information to create an intimate sense of relationship-building over time. This enables the individual to create a technical sense of vision backed by an emotional sense of well-being. Here at D.H. Gould Company, we feel that this introspective approach breaks down the barriers that cause procrastination in pursuing estate planning.
Personal Solutions
We provide individuals and families with products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we use our "Living-Legacy Process" to provide some of the following services:
- Estate Planning
- Financial Planning
- Wealth Management and Longevity Planning
- Asset Protection
- Charitable Planning
- Special Needs Planning
- 401k, Roth and IRA Rollovers
To learn more about the "Living-Legacy Process," please click here.
Business Solutions
We offer a wide array of services to help business owners address their financial needs at every stage of their business life cycles. We take into account their needs, goals, and tolerance to risk, and design unique strategies to meet their objectives. Using our "Living-Legacy Process," we can offer some of the following services.
- Executive Benefits
- Employee Benefits
- Succession Planning
- Key Person Insurance
- Funding Buy-Sell Agreements
- Funding Deferred Compensation
To learn more about the "Living-Legacy Process," please click here.
Lifetime Wealth Portfolios
Here at D. H. Gould Company, we utilize a managed account solution offered by Eagle Strategies LLC to provide our clients with the benefits of a comprehensive investment management service. This solution is called Lifetime Wealth Portfolios. It includes objective and independent research, strategic asset allocation, and access to many mutual funds. All of these pieces are uniquely tailored to your needs in a simplified approached focused on maximizing value throughout your lifetime.
We understand that investing wisely can be complicated. In order to make the best decision, you have to:
- Know the market intimately
- Research the market obsessively
- Watch the market carefully
- Manage the market actively
We also understand that many of our clients have neither the time nor the specialized knowledge to navigate the complexities of the market.
Our use of the Lifetime Wealth Portfolios process factors in changing needs over time. The portfolio we build for you provides dynamic strategies that change, grow, and respond to every stage of your life.
