Comprehensive Financial Planning Services

At the Schoenkin and Lesser Group, we recognize that successful financial planning begins with a deep appreciation and understanding of the multitude of factors, both tangible and intangible, that can impact a family's estate. With continuous changes in the tax code, evolving financial concerns, and the ever-accelerating pressures of life, the demand for unbiased guidance in making impactful financial decisions has never been greater. Our extensive experience has taught us the importance of being more concerned with "what can go wrong" rather than solely focusing on "what can go right." Throughout our careers, our primary goal has been to help clients navigate the unexpected or even the unthinkable, safeguarding their financial well-being. By asking penetrating and relevant questions during the planning process, we are able to uncover our clients' most pressing concerns, issues, and anxieties, placing us in an advantageous position to create a comprehensive financial roadmap.

We understand that each family's planning needs are unique, which is why our team places utmost importance on defining our clients' goals first and then constructing a plan that holds the highest probability for realization. Our approach involves building a robust "safety net" that takes into account both qualitative and quantitative factors, ensuring that we address a range of issues that may impact our clients' financial landscape positively or negatively, both in the present and future. Our planning process remains incomplete until we have developed an investment plan that aligns with the deeply personal nature of a family's financial objectives, covering the stages of accumulation, preservation, and distribution throughout their lifetime.

It is crucial to acknowledge that a comprehensive financial plan must adapt to the complexities and diversities of individual circumstances over an extended period of time. As life unfolds, the plan will likely undergo revisions to accommodate unforeseen events or changes. While we cannot anticipate every conceivable outcome or "change of circumstance," our experience equips us to provide informed advice and revise the plan as necessary. Combining art and science, our ability to separate emotions from reality, simplify financial decisions, and empower clients with a greater sense of control sets us apart.

In summary, the Schoenkin and Lesser Group is dedicated to providing comprehensive financial planning services that cater to the unique needs of each family. With our deep understanding, personalized approach, and commitment to continuous revision, we strive to help clients achieve financial security, peace of mind, and a clear path to their desired future.