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Benefits for Families – Superior Planning
http://superplan.com/advisor-collaboration/benefits-for-families
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Family’s Perspective – Why Collaborate? A family office is not a replacement for productive advisors and long-term trusted relationships. On the contrary, it is an enhancement that liberates these highly effective specialists to focus on their areas of specialization while improving collaboration and productivity among the group. Just as the very super rich expect significant r...
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Stewards – Superior Planning
http://superplan.com/your-journey/stewards
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Enriching the Family Legacy. Δ Health and Well Being. Both in their 70s, Stew and Stacy have managed their wealth wisely. Their estate consists of substantial securities holdings, a variety of rental properties, a working business, significant personal assets (cars, boats, homes, etc.) and other liquid holdings. The Impact of Superior Planning. To help them re-organize the esta...
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Getting Started – Superior Planning
http://superplan.com/about/getting-started
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Superior Planning’s Mission: T. Enrich the Lives of Each Family We Serve. We meet to begin to get to know each other and identify our common ground. If we both see the potential for a valuable relationship you may request a proposal tailored for your family. Our Unique Value Proposition. May work for you, please. 4275 Executive Square, Suite 990, La Jolla, CA 92037. Investment ...
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The Firm – Superior Planning
http://superplan.com/about/the-firm
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Dedicated Staff – An Experienced, Effective Family Office. 8220;No one can whistle a symphony; it take written music and an orchestra to play it”. James F. Thomas, Jr. Kelly Nilsson, CFP, ChFC. Buddy earned a B.A. in Psychology with a minor in Economics at Baldwin Wallace College, his CFP certification from The College for Financial Planning, and CLU and ChFC designatio...Kelly...
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Heirs – Superior Planning
http://superplan.com/your-journey/heirs
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Settling, Envisioning and Building Anew. Henry and Hannah’s parents enjoyed their family and their wealth. They left their adult children significant assets along with their family values, and a desire for them to continue the family legacy. Both children were married and, not surprisingly, each along with their spouses had differing ideas on what to do with their inheritance&#...
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The Widow’s Bridge Program – Superior Planning
http://superplan.com/plans-programs/the-widows-bridge-program
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. The Widow’s Bridge Program. Wisdom is putting a process between opportunity and decision. The first of its kind, the. Program provides a definitive, emotional and financial path and plan for a surviving spouse to make the transition to a new life. The Widow’s Bridge Book Information. Our Unique Value Proposition. Superior Planning Plans and Programs provide unbiased advice and ...
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Books and Articles – Superior Planning
http://superplan.com/your-journey/books-and-articles
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Ridiculously Rich or Truly Wealthy? Drawing upon more than 30 years of experience working directly with high-net-worth family leaders, Buddy Thomas provides a peak behind the curtain of how the truly wealthy do what they do, and how they pass their secrets on to the generations that follow. 1 The inside story. 2 A unique perspective. On the priorities of love, wisdom, and money.
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Estate Settlement Plan – Superior Planning
http://superplan.com/plans-programs/estate-settlement-plan
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Wisdom is putting a process between opportunity and decision. Settling an estate has been known to tear a family apart. Grief, pre-conceived ideas and the unfamiliar rules of estate transfer rarely experienced by anyone more than once in a lifetime create a breeding ground for misunderstanding and resentment. Program to protect and build their family wealth. Investment Advisory...
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The Superplan Program – Superior Planning
http://superplan.com/plans-programs/the-superplan-program
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Wisdom is putting a process between opportunity and decision. Designed specifically for the family with sustained financial independence in mind, the. Is the most comprehensive and practical. Family Wealth and Relationship Management. Our Unique Value Proposition. May work for you, please. 4275 Executive Square, Suite 990, La Jolla, CA 92037. Superior Planning, Inc. Investment ...
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Harvesters – Superior Planning
http://superplan.com/your-journey/harvesters
Plans & Programs. The Family Office Program. The Widow’s Bridge Program. The Widow’s Bridge Website. Superior Planning Form ADV. Converting Accumulated Wealth into Working Wealth. Mr and Mrs. Harvester. Harvey and Harriett, both in their 50s, were long-time executives of a very successful public company. As a result, they had accumulated a large number of highly appreciate company stock options which were coming due soon. With all this in mind, Harvey and Harriett clearly defined their goals. Harvey and ...
