Financial planning is a lifelong process. Whether your goal is to accumulate assets or to preserve them, plan for college payments or retirement, or create an orderly transfer of wealth to your heirs, Perkins Coie Trust Company offers the financial planning expertise to help you achieve it. Our team is uniquely positioned to provide you with planning insights and solid financial guidance.
In compliance with the practice standards adopted by the Certified Financial Planning Board, we begin by meeting with you to understand your life goals. We then review and evaluate current and anticipated resources, develop an understanding of your tolerance and capacity for risk and create a detailed, personal financial plan tailored to your needs and challenges.
Financial planning is an integral part of life planning for our clients. We take a comprehensive view of each client’s needs, including:
- Budgeting and cash flow analysis,
- Estate preservation analysis,
- Investment review and asset allocation planning,
- Retirement planning,
- Education funding, and
- Long-term care funding.
Once we have completed your financial plan, you may elect to have us help you implement your plan, setting goals, establishing investment policy, constructing your portfolio, monitoring performance and making adjustments as appropriate to help you attain your goals.
Additionally, when appropriate, our financial planning team will coordinate with you and the estate planning and tax lawyers of Perkins Coie LLP to design estate plans and charitable gifting strategies that are customized to meet your objectives.
A majority of the wealthy (65%) use some type of professional financial advisor such as a private banker, wealth manager, broker or financial planner.
Source: 2018 U.S. Trust Insights on Wealth And Worth Survey