Our Capabilities
This year Foord Van Bruggen Ebersole & Pajak celebrates eighteen years of providing creative and comprehensive services to clients. We provide personalized and intelligent solutions to a wide variety of clients on complex issues they face.
Phase 1 — Consultation
Our services always start "Above the Line", that is, focusing on the client's vision, mission, values and goals for which they are seeking assistance. Once we know this information, we devise a plan using our five-step "Wealth and Beyond Program" which includes "Below the Line" options for strategies to achieve what a client wants.
Phase 2 — Implementation
After a client completes the financial plan, there are usually a number of actions required to implement the plan.
- Actions the client needs to take — these
can be items like:
- Making changes on their 401(k) plan
- Tracking their "Lifestyle Price Tag" for three month to assure the numbers are accurate
- Meeting with other advisors
- Actions we as financial advisors need to take, such as
- Doing paperwork to consolidate IRAs
- Implementing investment or insurance products
- Consulting with other advisors
Some of the tools that we use include the following:
| Cash & Debt Management | Business Planning | |
| Retirement Planning & Analysis | Investment Management † | |
| Risk Management & Insurance | Charitable Gift Planning | |
| Investment Planning | Planning for Financial Windfall | |
| Education Planning | Deferred Compensation | |
| Tax Planning | Concentrated Stock Strategies | |
| Estate Planning | Family Tradition Issues | |
If your situation is unique or you are unsure of exactly what type of service you need, please contact us. If we are personally unable to help you, we have strong strategic alliances and can find the right person for you.
