The Capstone Model is designed for clients with managed investment assets of $750,000 or greater. Capstone includes financial planning services and ongoing investment management , which may include, but are not limited to:
- Goal Setting
- Assessment of Risk Tolerance, Capacity, and Need
- Cash Flow Planning and Budgeting
- Estate and End-of-Life Planning
- Philanthropic and Charitable Planning
- Retirement Planning
- Distribution/Withdrawal Planning
- Savings Allocation and Liability Management
- Risk Management, Asset Protection, and Insurance Planning
- Employee Benefit Reviews
- Income Tax Planning
- Education Planning
- Special Needs Planning
- Other financial planning needs as they may arise
The initial planning process generally requires four to five meetings over a 6 to 12-month period. After the first year, Longview continues to monitor your goals and objectives, making updates and recommendations as needed to the plan, and managing investments in accordance with your risk tolerance, capacity, and need. The frequency and type of meetings after the first year depends on you and the complexity of your situation; however, we highly encourage at least one meeting each year in addition to periodic check-ins by phone or email.
