Accounting Professionals

Like most professionals, you are required to manage your own destiny in terms of career path, business expertise, and the identification of trusted resources to guide your financial well-being. These trusted resources may include your lawyer, accountant, investment adviser, banker, insurance agent, and business advisors. Each of these advisors has your best interests in mind and, based on their domain of expertise, will point you in the direction of what they know, what has worked for them in the past, and the opinions they have formed over time.

Unfortunately, your financial portfolio is often the result of advice from a collection of people who have worked in isolation from the bigger picture. Since their domains of expertise are very specific, they may act as generalists or specialists. In either case, they may not be in a position to advise you on your entire financial well-being, as they take a centric view of your current situation—whether personal, financial, or business-related.

At Budovitch Legacy Planning, we not only factor in your income and investments, but we also provide a complete picture, including important elements such as taxes, outgoing fees, interest rates, and protection from life’s uncertainties. Understanding the exact factors that could erode your wealth is the first priority in establishing a well-structured legacy program.

At Budovitch Legacy Planning, we work closely with our accounting professional clients to incorporate their financial data into a comprehensive protection, growth, and savings program, forming a robust Legacy Plan for the future.

More than 25 unique attributes are collected to generate a complete financial picture at a glance, making coordination and wealth management a straightforward and uncomplicated process.

Visualizing Lost Opportunities

Like it or not, bank fees, government taxes, market volatility, and more chip away at your money and assets. This issue extends far beyond the actual cost of fees and penalties; it results in lost opportunity costs. What could have been done with that money instead? Our unique program helps you identify the lost opportunity costs working against your wealth. In turn, we offer strategic solutions to overcome these challenges and grow your wealth.

Full-Scope Analysis

Looking at every aspect of your financial picture is one of the key components of our Legacy Planning Program. It’s built on a simple idea that is often overlooked in the financial arena. You likely have multiple file folders filled with monthly statements and prospectuses from your various financial suppliers. From debt, to savings, to investments, to insurance, each element must be analyzed and assessed separately. Only then can the individual parts be primed for construction into a holistic legacy plan, where the potential of every asset is re-engineered for long-term efficiency and productivity.

The Budovitch Legacy Planning solution includes a unique set of tools that break down complex scenarios to provide financial certainty, both now and in the future. Our proprietary technology model generates the path and plan, as well as the required financial products, to effectively and efficiently provide the optimal solution for your legacy planning needs.

We do not approach your legacy planning with self-serving opinions or financial products. We focus on you, your path, and your destiny.

Custodians of your Legacy Plan

As part of our Concierge program, our clients are kept informed of their portfolio’s performance – even when the assets are not physically combined into one consolidated program. Wealth creation and preservation, asset management, and financial growth are not just "behind the scenes" activities at Budovitch Legacy Planning Inc. Instead, they come together in a transparent, synchronized report that simplifies your personal finances and maximizes your potential.