Financial Planning

People-Centered Planning

As your personal CFO, we strive to understand your individual financial situation inside and out. Tell us all about your needs, goals, and investing experience. We’ll work with you to create a written plan that considers your personalized investment and estate planning strategies.

Our goal is to help you carefully evaluate your most important needs, understand your risk tolerance, and formulate written objectives oriented toward meeting those needs. We explore your goals, measure your ability to handle risk, and determine current and future resources available for the management of your assets and investments.

Our Partnerships with You

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience, we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.

Live Your Greatest Lifestyle

Plan for tomorrow. Preserve your current lifestyle. And celebrate your pursuits. From tax reporting to providing generational education about investing, we offer family office services that help enhance your personalized wealth management experience and help you live your greatest life.

We Expect the Unexpected

We expect that life won’t always go according to plan. We also know that planning for the future requires diligence, patience, and an informed perspective. That’s why we’re here to help you prepare for the tomorrow you envision with built-in adaptability for the unexpected.

Personalized Planning

We’ll successfully manage financial transitions together. We will work with you and your family to foster alignment and develop an understanding of your long-term financial goals. Then we will build balanced, diversified plans that help position you to endure market volatility without compromising your needs. Or your dreams.

Our areas of focus include:

  • Current income needs & projected cash flow requirements

  • Retirement planning

  • Charitable giving strategies

  • Family legacy planning

  • Life & estate planning insurance coverage

  • Disability & long-term care insurance coverage

  • Business succession planning

  • Titling of assets, including qualified retirement accounts & trusts

  • Tax planning strategies

  • Plan coordination with your advisors (CPA, Attorney, Trustees)

Personal Financial Organizer

Hightower’s Personal Financial Organizer is a secure, online platform used to consolidate and simplify your Financial life. Here’s where you can get a comprehensive view of your wealth.

Some features include:

  • Secure online vault for financial documents

  • Snapshot of net worth and investable assets

  • Single sign-on and mobile access

Watch the video below to learn more.

Learn More About Hightower Bethesda

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