Seneschal’s team provides clients with the tools, resources, and confidence needed to plan for retirement. They listen to concerns, help set goals and begin the steps to evaluate the data needed toward starting retirement.
When dealing with an unexpected medical emergency, many clients focus on more urgent priorities. The fear of losing the wealth they have accumulated over time shouldn’t be a concern. Seneschal helps guide clients through creating a financial plan to get them through unpredictable
Many clients come to Seneschal during a time of life’s transitions such as divorce. Being faced with the fear of starting over financially, Seneschal
Transitions can be stressful – they often involve stepping outside of your comfort zone and into an uncertain future. Whether you are looking to retire or are recovering from the death of a spouse, having an experienced, steady hand to hold can reduce stress and help you make better financial decisions.
We’ll provide you with the confidence to regain financial independence in the next phase of your life.
Our process of wealth management begins with clearly identifying your most important life goals. We help you design an efficient investment portfolio to achieve your required return and minimize risk and we help you apply time-tested wealth management principles. As importantly, we help you develop a tax-efficient plan for using, preserving and transferring wealth to future generations and the charities you care about the most.
Here’s a fun tool you can use to help determine how close you are to financial independence. An advisor’s reminder: simple tools like this one give simple answers, so after test driving our retirement calculator, give us a call for a more in-depth assessment.
If you have questions about our services or would like more information, please feel free to schedule a complimentary consultation.
253 460 3430