Executive Professionals
Like most professionals, as an Executive, you are tasked with managing your own career path, business expertise, and identifying trusted resources to guide your financial well-being. These trusted resources may include your lawyer, accountant, investment advisor, banker, insurance agent, and business advisors. Each of these experts has your best interests at heart and, based on their area of expertise, will direct you toward what they know, what has worked for them, and the opinions they’ve developed over time.
However, your financial portfolio is often the result of advice from a collection of individuals who operate in isolation, each with a narrow view of the bigger picture. Due to their specialized focus, they may function as generalists or specialists in their fields. Unfortunately, this means they may not have the full perspective needed to guide you on your entire financial well-being, as they tend to focus only on their specific area—whether it’s personal, financial, or business-related.
At Budovitch Legacy Planning, we don’t just consider your income and investments. We offer a complete picture that factors in key elements such as taxes, outgoing fees, interest rates, protection against life’s uncertainties, and more. Understanding the factors that could erode your wealth is the first step toward establishing a solid legacy plan.
We work hand-in-hand with our executive professional clients to integrate their financial data into a comprehensive protection, growth, and savings program, ultimately shaping a Legacy Plan for the future.
More than 25 unique attributes are collected in order to generate a complete financial picture at a glance, making coordination and wealth management a straightforward, uncomplicated process.
Visualizing Lost Opportunities
Like it or not, bank fees, government taxes, market volatility, and more chip away at money and assets. This problem stretches far beyond the actual cost of fees and penalties; it results in lost opportunity costs. What could have otherwise been done with that money? Our unique program helps you see the lost opportunity costs that are working against your wealth, and in turn, we offer you strategic ways to overcome them 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 so often overlooked in the financial arena. You very likely have multiple file folders with monthly statements and prospectuses from your various financial suppliers. From debt to savings to investments to insurance, each element must be separately analyzed and assessed. Then – and 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 instruments that break down complex scenarios to provide financial certainty, now and in the future. Our proprietary technology model generates the path and plan, as well as the required financial products, that will effectively and efficiently provide the optimal solution for your Legacy Planning needs.
We do not approach your legacy planning needs by offering you an opinion or a financial product that is self-serving. We focus on you, your path, and your destiny.
Custodians of your Legacy Plan
As part of our Concierge program service, our clients are kept informed about their portfolio’s performance – even when it is not physically combined into one consolidated program. Wealth creation and preservation, asset management, and financial growth are not simply “behind the scenes” activities at Budovitch Legacy Planning Inc. They come together as a transparent and synchronized report, simplifying your personal finances and maximizing your potential.
