We are devoted to the comprehensive financial well-being of our clients. Who are our clients? Generally speaking, they are especially busy, professional practiitoners, business owners and executives.
In many cases, they have competent advisors, like an attorney for their estate or, perhaps, a CPA for their business. They also may have some personal investments accumutlated over the years, possibly a reitrement plan at the office, and maybe even an insurance policy or two filed away long ago.
At Enfield Wealth Management, our role is to: a) gather all these pieces, b) assist you in formulating objectives, c) address the gaps that may exist, d) create an integrated financial and estate plan that allow you to move forward with confidence, and e) update your plan regularly, often in conjunction with your other advisers.
Some of our clients have referred to us as being like their "personal CFO"; others see us as their Financial Head Coach. Either way, we recognize and deeply appreciate that clients continue to entrust us with that which they value most; the financial safety and success of their families, their businesses and their future generations.
We welcome the opportunity to assist you.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
