Planning | Wealth | Lifestyle
Established in 1924. Committed for a Lifetime.
The work you have done and the work we do on your behalf is not the work of a day; it’s the work of a lifetime. This requires a lifetime relationship. A lifetime relationship is the commitment we make to you, your family, and your business. Our commitment extends into the processes, strategies and tools we bring to the table; powerful resources relevant to your situation.
Strong, enduring relationships and providing our clients with the right resources are the foundation of our success. For over 100 years it’s been the philosophy of our parent company Foster Klima and it continues today with The Partner’s Group.
Over Three Generations of Unmatched Service
Business Owner & Executive Planning
Our depth and breadth of institutional experience and expertise help us create compensation programs and wealth management portfolios to ensure a smooth business transition, security and maximum distribution, and conservation to future generations.
With careful preparation and sophisticated execution, we’re able to help free clients from the financial pressures frequently associated with retirement.
Employee Benefit Planning
We’re committed to client partnerships that stand the test of time by implementing contemporary planning tools and concepts that are reflected in our inclusive approach to benefit planning.
Business Transition Planning
No matter the hurdles or erosion of capital due to estate taxes and legal fees, we take a proactive approach to ensure a smooth business transition occurs for all parties involved. Properly done, our strategically planned methods can offer both the current and successor owner a worry-free, tax efficient method of business succession.
With active listening, we’re able to change the conversation about money from product to process – helping our clients make more informed decisions about their wealth.
PROCESS IN ACTION
Discovery Meeting to Understand Financial Goals
Define Situation Analysis and Direction of Investment Plan
Review Mutual Commitment and Customize Strategic Recommendations
Implement Recommendations and Measure Progress