Our Unique Approach

We’re confident that whatever you choose to do, we can help you pursue it as long as we’re communicating. That’s where we believe the AK Advantage, our comprehensive planning process, can make a difference for you. The AK Advantage is an advanced approach to planning that encompasses important considerations and areas of planning that many firms and advisors may not be familiar with or have the resources to implement, including:

• Investment Policy Statement (IPS)
• Comprehensive risk management strategies
• Tax-sensitive investment strategies
• Alternative investments
• High-net-worth planning
• Insurance strategies
• Cash-flow management
• Mortgage financing
• Executive compensation and benefits analysis
• Corporate retirement planning
• Business succession planning
• Advanced estate planning and preservation strategies
• Wealth transfer strategies
• Family dynamics and multi-generational planning and projections
• Corporate retirement planning
• Business financial planning
• Succession planning

The AK Advantage Comprehensive Planning Process

Discovery

Through our comprehensive discovery process, we seek to determine what matters most to you and your family. We learn about your values and investment philosophy to make sure we’re a good fit for each other.

Analysis

We analyze your current situation and strategy, suggest solutions to potential problems, and point out areas of opportunity. We develop a comprehensive strategy and recommendations aligned with your goals and objectives. 

Recommendations

We present you with personalized, written recommendations.

Implementation

Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) and, as appropriate, our strategic partners, bringing specialized knowledge across financial disciplines to implement your plan.

Ongoing Review & Monitoring

Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to help keep your strategies on track, and meet with you whenever you have questions or concerns.