Professional Lifestyle Management
Giving you back your time
Lifestyle management estate planning philanthropy
Your wealth is to be enjoyed, yet the complexities can feel overwhelming, especially as your financial picture grows and evolves. Emerald Advisors is here to help. When you join the Emerald family, you have the full benefits of our expert financial planning and strategic investment management services to help manage the lifestyle you’ve created, as well as the one you’re dreaming about.
Lifestyle management
estate planning
philanthropy
Your wealth is to be enjoyed, yet the complexities can feel overwhelming, especially as your financial picture grows and evolves. Emerald Advisors is here to help. When you join the Emerald family, you have the full benefits of our expert financial planning and strategic investment management services to help manage the lifestyle you’ve created, as well as the one you’re dreaming about.
When life presents questions,
we can provide answers
From what kind of insurance you need to buying a home in a different state, we have you covered. Years spent faithfully serving clients has given us valuable insights and expertise. We know what works today may not work tomorrow, so flexibility is part of our planning. Managing a demanding career, family commitments and other interests can be difficult with life racing by. That’s why Emerald Advisors does whatever it takes to coach and support you in these complexities, giving you back the time you deserve.
We see the whole picture
We believe in collaboration and happily work with your CPA and attorneys to take care of your needs. Our network of trusted professionals can assist in areas such as finding your perfect home, planning for college funds, or setting up a trust or foundation to leave a legacy you are proud of.
We can help you with:
- Property management – Managing property taxes, association dues and ensuring property bills are paid.
- Funding college – Strategies for your children and grandchildren’s education.
- Giving and philantropy – How best to support causes you believe in.
- Trusts and foundations – Fully understanding the transfer of your wealth.
- Executive compensation – Helping you make the most of your benefits, company stocks and deferred compensation.
- Cash flow management – Ensuring you have the resources you need when you need them.
- Life Transitions – From welcoming a new member to the family, to retirement, and long-term healthcare needs and beyond, we help you prepare for the future.
From what kind of insurance you need to buying a home in a different state, we have you covered. Years spent faithfully serving clients has given us valuable insights and expertise. We know what works today may not work tomorrow, so flexibility is part of our planning. Managing a demanding career, family commitments and other interests can be difficult with life racing by. That’s why Emerald Advisors does whatever it takes to coach and support you in these complexities, giving you back the time you deserve.
We see the whole picture
We believe in collaboration and happily work with your CPA and attorneys to take care of your needs. Our network of trusted professionals can assist in areas such as finding your perfect home, planning for college funds, or setting up a trust or foundation to leave a legacy you are proud of.
We can help you with:
- Property management – Managing property taxes, association dues and ensuring property bills are paid.
- Funding college – Strategies for your children and grandchildren’s education.
- Giving and philantropy – How best to support causes you believe in.
- Trusts and foundations – Fully understanding the transfer of your wealth.
- Executive compensation – Helping you make the most of your benefits, company stocks and deferred compensation.
- Cash flow management – Ensuring you have the resources you need when you need them.
- Life Transitions – From welcoming a new member to the family, to retirement, and long-term healthcare needs and beyond, we help you prepare for the future.