Financial Planning

Your advisor will evaluate multiple areas of your wealth, from your investments to cash flow strategies, and craft a plan that not only grows your wealth but also gives you confidence in the direction your financial future is taking. Somerset Asset Management provides recommendations that help you maximize your current resources and stay on track toward achieving your long-term objectives.

Tax efficiency is another crucial area of effective financial planning, but while reducing taxes is a universal goal, few people have the tools or strategies to make it a reality. Together with your other advisors, we help identify tax-saving opportunities to ensure more of your wealth stays in your pocket and doesn't go toward preventable tax liabilities.

An estate plan establishes a clear and documented pathway for distributing your assets according to your wishes and helps prevent potential conflicts while minimizing taxes or other legal complications. Together with your other advisors, we work with you to create a well-defined and organized estate plan to preserve your legacy and support your family long into the future.

The cost of tuition fees and the associated living expenses are some of the biggest financial challenges many families face and are second only to retirement savings or buying a home. Early planning can make a significant difference, and our practical strategies for saving and investing help you prepare for educational expenses without compromising your other financial goals.