logo
Home Business Owner Solutions Services Biographies Articles Client Access Contact Us
The Foresight Advantage The Advisory Choice The Use of Your Wealth The Lost Art of Teamwork The Entrepreneurial Mind
W fter decades of helping established families plan, we’ve observed
three dynamics. First, planning is typically handled on a static basis

The Foresight3 Advantage™ is the solution to these three major planning misconceptions. First, the process constantly takes into account the effects that a decision in one aspect of your affairs will have on another seemingly unrelated area. Second, it puts the impact of wealth on family – the people part of planning – at the center of the process. And third, since planning relies on dynamic factors – the legal environment, the tax code and the economy – we check and recheck your plans on a consistent basis and verify its viability with your advisory team.

  – in isolated pieces at various points in time and with a variety of different advisors. This leads to a lack of coordination; the absence of an overall plan.

Second, planning focuses primarily on the financial wealth of the family. Discussions around the impact the wealth will have on the family itself
is only covered in a cursory manner.

Third, once legal documents and investment management is in place, the family has the perception that the work doesn’t require any ongoing maintenance.

 

 

chess

630 Delp Road • Suite 100 • Lancaster, PA 17601 • p: 717.735.1170 • f: 717.735.1181 • www.pwallc.netinfo@pwallc.net

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Personal Wealth Advisory, LLC and Geneos Wealth Management, Inc.
a Registered Investment Advisor. ©2009 Personal Wealth Advisory, LLC. All rights reserved. Please Read the regulatory statement. Privacy Statement