Financial Planning

Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a plan. Whether your goals are centered around retirement or by pursuing financial independence, we help to define and work toward creating a path to success that is unique to you. We believe that a good financial strategy is not a one and done proposition, but a living plan that changes as your life does.

Investments

We partner with you in an effort to build lasting portfolios by drawing from our deep team of professionals and institutional caliber investments. Each family has unique needs, challenges, wants, and desires. We craft custom portfolios with you and for you by taking into account the many facets of your family’s life. Our investment portfolios are built for the long-term, with consideration for needs of the short-term.

Education Savings and Gifts

With tuition prices at an all-time high, saving for education continues to be a top priority for many families. If you are interested in setting aside money for your children, grandchildren, or other beneficiaries, our team can walk you through an assortment of savings vehicles such as 529 plans, Pre-Paid Tuition Plans, UTMAs, and Coverdell Education Savings Accounts.  With your overall financial picture in mind, we can help you determine which savings method is most appropriate for your specific need.

Insurance

Insurance can be an important part of a financial strategy and helps protect clients and their heirs in the event of their death, illness, or disability. We can help clients determine whether coverage would be beneficial, and if so, what type of coverage is most suited to them. We have access to a wide array of products to serve life insurance, long-term care, and disability income insurance needs.

Trusts* and Estates

We assist individuals and families in identifying actions needed to assist in ensuring their wealth is effectively transferred to the beneficiaries they desire, without unintended or unforeseen consequences. We will work closely with your legal counsel to help create an informed plan for your personal estate to help ensure maximum distribution and conservation to future generations.

^{*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​}
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Taxes

Tax planning is one of the keys to successfully and legally reducing your tax liability. We go beyond just traditional tax deferred investment accounts and proactively leverage sophisticated tax saving strategies in an effort to maximizee your after-tax income. We will work with your tax advisor to effectively navigate the ever-changing complexities of tax law.