Financial Counseling

At Renaissance, we believe financial counseling is an integral aspect of asset management.  Working with very specific goals and having a thorough knowledge of a client’s overall financial situation, enables us to manage investment assets in a thorough and appropriate manner.

Due to our unique client base, we are able to offer an enhanced type of financial counseling to clients with investment assets of $1 million and above

Financial counseling at Renaissance is comprehensive and encompasses almost every area of financial concern. This will range from planning for the future education costs of a grandchild to working toward a goal of early retirement, or providing detailed estate planning

Because we have no products to sell, clients can be assured of receiving objective advice with only their interests in mind.

Specific advice is not left to our clients to act upon. Instead, we undertake the implementation of the advice we provide according to their wishes. At Renaissance, we are pro-active in bringing to our clients’ attention contemporary planning opportunities rather than responding once an issue has presented itself.

Financial advice is specifically tailored to individual circumstances. Consequently, it is important that we possess a complete understanding of our clients’ goals and objectives prior to making any recommendations. Finally, we strive to develop long-term relationships with our clients so that we may assist them with the many financial decisions they must make in their lives.

  • Retirement Planning
  • Insurance Review
  • Estate Planning
  • Debt Management
  • Charitable Giving
  • Executive Compensation