Beyond Investments

By: The Enrichment Group  08/24/2014
Keywords: Certified Financial Planner, financial planning advice, Financial Planning Advisor

Investment managers who are also holistic financial planners add value in a significant way that goes well beyond pure investment management. Morningstar recently attempted to quantify the value added by “Gamma”, the value obtained from making intelligent financial planning decisions during retirement. Morningstar’s estimate was that a little over 1.5% in real after tax returns could be added by intelligent financial planning decisions.1 We are not sure what the “number” is, but we do know that smart, client centered, tax sensitive decisions add to the after tax return of our portfolios.

Keywords: Certified Financial Planner, financial planning advice, Financial Planning Advisor, Solid Financial Plan

Other products and services from The Enrichment Group

08/24/2014

Investment Philosophy

If our investment philosophy resonates with your own personal approach, please give us a call at (305) 274-1600 or contact us online.


08/24/2014

Legacy Building

If you are ready to build a financial plan that allows you to build and leave a lasting legacy, give us a call at (305) 274-1600 or contact us online.


08/24/2014

Estate Planning

If your estate plan is out of date or you don’t have one, consider working with the life planners at The Enrichment Group by giving us a call at (305) 274-1600 or contact us online.


08/24/2014

Financial Planning

If you are looking to build a lasting relationship with a personal financial planner you can trust, then give us a call at (305) 274-1600 or contact us online.


08/24/2014

The Enrichment Plan

If you are ready to explore your dreams and fulfill your life’s passion and purpose, then give us a call at (305) 274-1600 or contact us online.


08/24/2014

Planning for Financial Windfall

If you, or someone you know, is expecting or has received a financial windfall and need a trusted advisor to help protect their wealth, please consider The Enrichment Group. You can give us a call at (305) 274-1600 or contact us online today.


08/24/2014

Transition Planning For Inheritors

If you, or someone you know, is expecting or has received an inheritance and need a trusted advisor to help protect their wealth, please consider The Enrichment Group. You can give us a call at (305) 274-1600 or contact us online today.


08/24/2014

Transition Planning for a Job Loss

If you, or someone you know, has recently lost a job and could benefit from The Enrichment Group’s financial planning services for layoffs, please give us a call at (305) 274-1600 or contact us online today.


08/24/2014

Divorce

If you, or someone you know, is facing a divorce and could benefit from the Enrichment Group’s financial planning services for divorce, please give us a call at (305) 274-1600 or contact us today.


08/24/2014

Retirement

If you, or someone you know, is approaching retirement and could benefit from the Enrichment Group’s financial planning services for retirement, please give us a call at (305) 274-1600 or contact us online today.


08/22/2014

Loss of Spouse

f you, or someone you know, has recently lost a spouse and could benefit from the financial wisdom and compassion at The Enrichment Group, please give us a call at (305) 274-1600 or contact us online today.


08/22/2014

Professional investment management

The Enrichment Group offers transition planning and financial planning services for transitions. For more than 26 years, our team has successfully coached individuals and families through life’s challenging transitions, including: Loss of a Spouse, Retirement, Divorce, Layoffs, Inheritance, Financial & Windfall