At Renaissance, our advisors have a high degree of competency in all facets of the estate planning process.
We spend the time necessary with our clients, and their families if that’s desired, to determine their specific goals and objectives for the future. During this process our advisors suggest different alternatives for accomplishing our client’s intentions, write-up a detailed plan, and work with attorneys to draft the final documents.
Because we are involved with all aspects of client’s financial lives, we are able to offer comprehensive counsel that takes all those considerations into account.
Proper insurance coverage is a key aspect to protecting our client’s assets. Since Renaissance does not sell insurance or any other products, our advisors are able to provide an objective examination of our client’s existing policies to determine if they’re adequately covered.
After carefully assessing the amount of risk, we determine if there are substantial holes or excesses in coverage and that the required levels of insurance are provided in the most cost effective manner possible.
Objective, personal, and trusted relationships are the foundation of the client-advisor dynamic at Renaissance. Clients regularly contact us for professional counsel regarding routine financial concerns such as real estate transactions, more complex business-related decisions, and life altering circumstances like divorce, deaths, and medical emergencies.
Whatever the circumstance, our advisors are ready to provide sound financial counsel and are more than willing to take the steps necessary to implement the advice that was given.
College Tuition Planning
With the cost of college reaching previously unimaginable levels, properly planning for this expense is crucial. Our advisors are experienced with the various methods of saving for college tuition and can determine the best strategy for our clients based upon their entire financial situation and tax considerations.