Financial plans can span many years. Their implementation usually involves a variety of professionals. Our Integrated Financial Plans document our commitment to proactively take a leadership role in bringing our clients’ financial plans to fruition. They help us to coordinate the work of internal and external professionals who may be involved in anything from succession planning to risk management. They are one of the ways we ensure we are proactive about starting the process and then ensuring it maintains its momentum.
Our Integrated Financial Plans summarize every step, player and deadline in our clients’ financial action plans.
McLarty & Co Integrated Financial Plan |
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| Estate Plan | Trust Creation | 1 week to completion |
| Wills Update | Final review outstanding | |
| Year-end | Bonus Plan | Meeting to be scheduled |
| Risk Management | Life Insurance | Tax liability estimate underway |
| Tax Planning | Introduce Employee Profit sharing Plan | Final documents with lawyer |
Our Integrated Financial Plans are available to our clients on-line in the McLarty & Co Vault. Also stored in the Vault, are all relevant documents such as organization charts, shareholder agreements, incorporation documents, financial statements, tax returns, wills and insurance policies.