Your Experience as a Facet Client

How We Can Help

Retirement Planning

Simple, Actionable Retirement Plans

Saving for retirement can be a daunting task, but it doesn’t have to be. Your Facet advisor will work with you to understand the best ways to save and to prepare for retirement and help put together a step-by-step plan to reach your goal (and by they way, we don’t believe in sacrificing fun along the way).

Education Planning

Create a Roadmap for College

Providing for your child’s education is a wonderful achievement, but it can be expensive. Your Facet advisor will help you understand the ways to save for and to pay for college, and will create a plan to help your future graduate.

Life Planning

A Plan for What Is Possible In Life

Your conversations with your Facet advisor will go beyond just finances. A financial plan is a means to an end: it should help you achieve what is most important in your life. Your advisor will help design a plan that allows you and your family to create lasting memories while planning for a secure financial future.

Asset Management

A Portfolio Designed for You

Asset management is an important part of your financial plan. A well diversified and properly constructed portfolio can help you achieve your goals over the long-term. Your Facet advisor will work to create a custom portfolio solution that is designed around your specific needs.

Income Tax Planning

Tax Efficient Strategies for Your Money & Assets

Being smart about long-term tax strategies can be one of the best ways to create and maintain wealth. Facet will work with you to devise the best strategy to minimize tax exposure–now and in the future.

Insurance Planning

A Plan to Protect Your Family & Your Assets

You work hard to provide for your family, and your financial plan should make sure that is never in question. Your Facet advisor will help you navigate the complexities of insurance to design a plan that protects the people you love and the wealth you have created.

Estate Planning

A Plan to Care for the Ones You Love

Plan for your best life but prepare for the unknown. If we are being honest, this is never a fun conversation, but it is important to have a plan for the ones you love. Your Facet advisor will work in concert with your attorney to implement a plan to provide for and to care for your family.

Legacy Planning

Providing for Generations to Come

Whether it is planning for future generations of your family or providing for an organization or charity that is important to you, your Facet advisor will help you create a plan to provide a meaningful legacy. A financial plan, if properly structured, can be a great way to create a lasting impact for your children and grandchildren.

Retirement Income

A Plan For Your Best Chapter

The transition from a career to retirement can be daunting, but we think it should be a celebration. This is your best chapter yet! Your Facet advisor will help you create an income plan around Social Security, pensions and retirement account distributions to enjoy the retirement you worked so hard for.