Financial Planning

With the goal of designing a program that helps clients meet their life goals, Osher Van de Voorde Investment Management offers targeted and comprehensive financial planning services in addition to investment management. Our core competencies in financial planning include the following:

• net worth evaluation
  
• asset allocation
  
• education funding
  
• family wealth transfer and preservation planning
  
• "stretch" IRA planning
  
• charitable giving and annual gifting strategies
  
• retirement income planning
  
• taxation of securities and investments
  
• succession planning for businesses
  
• insurance review
  
• debt management
  
• budgeting and cash flow management
  
• diversification strategies for concentrated portfolios
  
• fixed income strategies
  
• real estate and mortgage planning
  

Financial planning services are typically included for investment management clients under the same fee schedule, so that financial planning and investment management services may be available for the same 1% annual fee.

Osher Van de Voorde Investment Management has business relationships with an extensive network of professionals. We are pleased to make referrals to clients that need additional services required by an estate planning attorney, accountant or insurance agent.