Wealth Management Financial Planning
The true benefit of a holistic financial planning approach to managing your wealth is that each component is working in collaboration with each other. Financial planning is a process to link what you want out of life and the framework for your financial decisions to help you reach these dreams. Our process of comprehensively considering the various aspects of your financial life leads to peace of mind for you and your family.
We all share common concerns - retirement goals, education of your children or grandchildren, estate planning and survivorship needs - but no two situations are alike. At Busey Wealth Management, we take the time to listen and ensure that we truly understand your unique situation prior to recommending a solution. Our personalized approach means we take the time to truly understand what you are trying to achieve and to assist you in making your goals a reality. Our experience in dealing with many different clients and situations allows us to provide unique insights into this process.
At Busey Wealth Management, we believe that financial planning should be the cornerstone of your financial decision making. Our clients take comfort in knowing that our experienced team of professionals will be working with them to help them reach their financial goals.
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Traditional investment management tends to utilize a "one size fits all" approach. Our outcome-based investing approach differs from this process by customizing a strategy that will address each client's life goals, financial needs and tax implications.
There are many strategies and investment alternatives when it comes to planning for retirement. We can assist with devising a comprehensive retirement solution, from identifying specific income planning needs to determining the appropriate investment strategy for your unique situation. Visit the retirement page for more information.
Our wealth advisors remove the time-consuming and confusing burden of coordinating the financial affairs of a loved one and replace it with peace of mind by providing comprehensive trust and estate administration. While eliminating the technical complexities and emotional perils associated with managing a trust or estate, our wealth advisors help protect you and the legacy you leave behind. Visit the Estate Planning page to learn more.
Effective tax planning can enhance returns as well as protect the value of your assets for future generations. With multiple CPAs, Busey Wealth Management can build tax-aware investment portfolios and determine appropriate tax efficient gifting and distribution strategies.
In today's litigious world, planning around the protection of your assets is more and more important. This involves more than just insurance products, but also determining the preferred types of accounts and trust arrangements to ensure that your assets remain as safe as possible.
Recent events in the economy have driven home the importance for risk management. This includes appropriate due diligence on investment managers, clear communication and planning for your investment risk.
Cash Flow Planning
Our wealth advisors can assist clients in determining the most efficient means of managing their cash flow. This can include both levels of spending as well as planning around which accounts are the most efficient source for their cash flow needs.
Our professionals can conduct an independent review and assessment of the adequacy and appropriateness of your existing insurance policies. Our evaluation not only provides an independent perspective, but also allows for complete integration of your insurance needs with your comprehensive financial plan.
Executive Goal-Based Planning
Our professionals manage the complexity created by growing wealth for accomplished professionals. We can assist business owners and corporate executives in achieving their individual financial goals, which often include enjoying a financially secure retirement, funding the education of children or grandchildren, effectively donating to a charity of choice, or simplifying one's financial life.
Corporate Executive Stock Options
Managing the tax implications of stock options is a complicated undertaking. Busey Wealth Management can assist you in determining the most appropriate strategy for your situation.
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee