Wealth Planning Services

A sound investment strategy is key to achieving your financial goals—but it’s just one piece of the puzzle when it comes to building and preserving wealth. Taxes, Social Security benefits, insurance, charitable aspirations and other monetary considerations also play an important part.

At Norris, Perné & French, we can help you create a plan that takes all of these factors into account for a comprehensive, personalized approach to your financial life. We’ll then work with you and your other professional advisors to develop strategies for:

  • Retirement Income Planning
  • Pre-Retirement Planning
  • Social Security Optimization
  • Insurance
  • Tax Planning
  • Long-Term Care
  • Charitable Giving
  • Legacy Wealth Transfer
  • Estate Planning

Am I ready to retire? When should I start collecting Social Security? What kind of insurance should I have? How can I minimize my taxes? These are the types of questions our planning process is designed to answer.

Built to help you excel

We’ve been helping clients with these issues for generations, but we’ve now formalized the process as an outgrowth of our most recent strategic plan. We’ve invested in new software that models what-if scenarios and probability analyses to explore the consequences of different financial approaches.

And we’ve continued to augment our professional skills—two of our Portfolio Managers have earned the Certified Private Wealth Advisor (CPWA®) certification, two have achieved the Certified Financial Planner (CFP®) certification, and two more are seeking CFP® certification.

All so we can create a customized financial strategy around your full financial picture.

No additional cost. Priceless peace of mind.

There is no extra charge for our Planning Services—it is built into our standard fee schedule. Unlike a broker or a bank, we’re not trying to sell you any products. We just want to ensure that you’re not “leaving any money on the table” as you pursue your financial goals.

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Our Mission: Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.