Services

A strategic approach to pursuing your goals

Planning is a process, not a product. Working together, we’ll develop a plan that fits your goals and integrates all aspects of your financial life. We help you define your goals and dreams and provide the discipline and flexibility to coordinate, monitor, and adjust for future opportunities.

Our approach

We help you formulate strategies around a broad range of issues and concerns, Including:

• Cash flow and budgeting
• Estate planning
• Retirement planning
• Investment analysis and strategies
• Risk management and insurance

Wealth Scenarios answers “What if…?”

Wealth Scenarios is a dynamic, interactive tool used to simulate various financial scenarios, incorporating your data and your goals. You and your Wealth Advisor can play-out any number of hypothetical situations and view the potential outcomes immediately to help you make well-informed decisions and feel confident that:

• All variables and possibilities are considered.
• Tradeoffs between risk and reward are dynamically displayed.
• Potential outcomes are immediately visible for each scenario.
• You don’t have to wait days for scenarios to be recalculated or spend time in multiple follow-up meetings.

The RSM McGladrey Advantage

RSM McGladrey provides one of the industry’s most comprehensive suites of services for managing your personal wealth and business planning needs. We offer an alternative practice structure that allows our clients to take full advantage of the depth of knowledge, talent and experience across our companies.

When considered together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States, offering you the distinct advantage of working with a premier financial services firm providing the combined experience you seek.

Working with an RSM McGladrey Wealth Advisor you will benefit from:

• Peace of mind, knowing you have an action plan to help achieve your financial goals and protect your family, even in unexpected situations.
• A plan that will help meet your goals for managing income and estate taxes.
• A solid foundation upon which to make future tax and investment decisions.
• Ongoing analysis and consideration of tax consequences.
• Regular goal tracking and monitoring of your strategy with your advisor.