As the oldest of three children, I learned responsibility early. After my father's death at a young age, my mother worked three jobs to support us. The third job helped her purchase a set of encyclopedias for me and my brother and sister. My childhood experiences taught me that life is unpredictable.
This was the basis and prism through which I saw the world and it formed the foundation for my interest in helping others secure their financial futures.
Implementing unique strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible.
This is what we do for our clients- we provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently.
I started my Financial Planning practice in 1990. Shortly after, I began to move away from commissioned sales and toward fee-based advice. As my practice grew, I began to add employees. As associates retired, I was able to purchase their practices and expand even more. Today I’m blessed with a talented, educated staff and wonderful clients
~ Amy Braun-Bostich