Intelligent financial planning

These days, it’s easy to feel stretched to the limit.

Immersed in your career. Looking to live well now. Trying to envision and map out the future for yourself and your family. Dealing with the complexities that come with significant wealth.

There is another way. With our guidance, you can define a master financial plan that brings all aspects of your life into sharp focus. This brings with it an invigorating new feeling of clarity and confidence.

Your plan is a one-of-a-kind distillation and expression of your vision. To inform it, we explore where you came from, where you are now, and where you want to go. We zero in on the values that motivate and inspire you. We determine the kind of legacy you want to leave for future generations. We also do an exhaustive analysis of your financial holdings, income streams, tax liabilities and other obligations. With all this information in hand, we craft a multifaceted plan that addresses essential subjects, including:

Retirement

Retirement income planning is the process of carefully planning and managing one's finances in order to ensure a comfortable and secure retirement. It involves assessing one's current financial situation, estimating future expenses, and developing a plan to accumulate enough funds to cover those expenses during retirement.

Life transitions

Financial planning for life transitions is crucial for ensuring a smooth transition from one phase of life to another. Whether it be getting married, starting a family, buying a new home, or funding college, these life events often come with significant financial implications.

Risk management

Do you have the right coverage to protect you and your assets? Are there gaps, or do you have more coverage than you need?

Estate planning

Whom do you want to benefit from the inheritance you leave? How do you want them to benefit? How do you communicate to your heirs about this delicate topic?

Tax smart investing

Tax smart investing is a strategy that focuses on maximizing after-tax returns on investment. It involves making investment decisions with a thorough understanding of the tax implications.

Philanthropy

How do you support the causes and organizations you believe in, as tax-efficiently as possible?

ADVISORS FOCUSED ON YOU

An intimate relationship. An integrated approach.

Achieving optimal outcomes for you depends on how well each piece of your plan is designed and executed. We focus on giving you the insight to understand how decisions to oftentimes complex questions are interrelated. We will analyze and develop your personal plan around the specific facets of your wealth — reassessing and refining it over time so that it remains aligned with your aspirations as you build, enjoy, and consider all the possibilities of your wealth.

PRIORITIZING YOUR BEST INTERESTS

You can count on objective advice.

We take our fiduciary responsibilities seriously. You can be confident that your best interests are our highest priority. Our goal is to build a trusted, long-term relationship that serves all of your financial needs now and in the years to come. With Khoury Private Wealth, your best interests are first, guided by a team that offers transparent advisory fees and investment expenses.

FOCUSED ON WHAT MATTERS

Achieve financial independence on your terms.

Some define financial independence as securing a comfortable retirement. Others want the option to retire to pursue other passions in life. Both require a solid plan driven by a team that shares your vision and has the expertise to help get you there. We’re ready to discover what’s possible when you are.

4. Plan in motion

Life is never static. We meet with you regularly so we can update you on developments, and so you can update us. In between these meetings, we are always an email or phone call away. You are free to contact us for guidance on matters large or small, whether you’re strategizing stock options or buying a new car. In the meantime, we continue to take care of business, keeping an eye on hundreds of small, crucial details that you no longer have to worry about.

1. Get a deep understanding

We initiate a rich and far-ranging dialogue about you, your family, your values, your attitude about risk, your fears, your dreams. We also help you centralize all your personal financial statements and other data, to fill out a highly detailed picture of you and your situation.

2. Design of your plan

We develop and present you with your plan, complete with specific strategies and actions to help you meet each of your goals. This powerful life map will evolve along with you and your goals, and in response to significant life events. It will also create the context for your personal investment strategy. We design your portfolio to meet the specific requirements of your plan.

3. Implementation is everything

Once we have your input on your plan and we’ve made all the necessary refinements, it’s time to implement. By executing on every aspect of your plan, our goal is to relieve you of another tremendous burden. This includes close coordination with the other professionals on your team, including your accountant, estate attorney and anyone else whose expertise is essential to your success. For many of our clients, we act as the leader of the team. We’re happy to do it for you, too.

Our planning process

How we work with you

Next up, tailoring your portfolio