360° Financial Planning and Cash Flow Analysis
Comprehensive wealth management that touches and integrates each aspect of your financial life
A Road Map for Preserving, Protecting, and Growing Your Wealth
Successfully navigating the financial challenges that come with wealth involves cash flow analyses, financial planning, relevant advice, and an advisor who’s not afraid to say “no” when you ask, “can I afford this?” Cerity Partners does all three.
- Personal business assets
- Savings and expenditures
- Investments
- Compensation packages
- Retirement accounts
- Debt and tax obligations
- Estate plans
A sound financial plan and cash flow analysis helps you prepare for your future while enjoying your today.
At GestInvest
Our Private Market Advantages
We offers investment opportunities in private equity, private debt, physical real estate, and venture capital. Discover how we meet the challenges of accessing top-tier managers and securing investor-favorable terms.
Impactful Advice. Integrated Solutions.
Simplified Administration.
Each aspect of your financial life plays a distinct role in preserving, protecting, and growing your wealth. Moreover, the decisions you make in one area often impact the others. Through our comprehensive financial planning and cash flow analysis, we help you understand these connections and incorporate them into your wealth management strategy.
Cash Flow Analysis
Understanding your current financial situation is the first step in creating a plan to achieve your goals. This understanding comes through assessing your family’s net worth and spending habits as well as income and expense projections. We also review your existing debt obligations and the potential impact of any new liabilities.
Tax Planning and Preparation
Planning to start a business? Just had a liquidity event? Considering an 83(b) election? Whatever your situation, we help you put the strategies in place to minimize your current and future tax liabilities. Our tax planning services also include detailed tax projections and the preparation of your personal, business, and trust returns.
Investment Management
Building an all-weather portfolio requires taking a collective look at all your investments, including benefit and retirement plan accounts, IRAs, and personal investments. We evaluate your entire investment landscape and structure our asset allocations accordingly, taking into account employer stock and other concentrated securities.
Risk Management and Insurance Planning
Having the proper type of insurance is essential for protecting yourself and your loved ones from life’s unexpected events. Equally important is how your assets are titled. We assess the adequacy of your current insurance coverage, help you close any gaps, and implement asset protection strategies to better safeguard your family, business, and property.
Estate Planning and Wealth Transfer
It’s difficult to imagine life after you’re gone. But that’s precisely why estate and gift planning is so important. Without a plan for your estate, taxes may erode your wealth, and your family members and charitable causes may not be cared for in the way you intended. Our advanced estate planning and wealth preservation solutions help ensure this doesn’t happen.
Retirement Planning
Am I saving enough now to generate the income needed for the lifestyle I want in retirement? That’s the burning question for most people—and one we help answer. Our financial planning advisors work with you today to make sure you’re contributing enough to comfortably meet your retirement needs, taking into account any executive compensation plans. Then when the time comes, we’ll help you select and execute the best funding strategy for your goals.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
