THROUGH REMBRANDT SOCIETYSM, WE MEET WITH OUR MEMBERS ACCORDING TO THEIR NEEDS
Rembrandt SocietySM offers three levels of holistic financial planning from which members select. We understand that the quarterly meetings that come with these advanced levels of financial service may not be for every member. Therefore, it is at a member’s discretion if he or she wishes to meet less frequently. Likewise, our non-member clients may wish to forego bi-annual meetings included in our basic level of service.
We strive to tailor strategies that paint Life Visions through ongoing wealth management. As such, embracing significant family milestones can provide direction in creating their Life Vision.
Holistic financial planning focuses on devising a robust financial strategy, achieving desired lifestyle and meeting significant milestones long before retirement. In light of the journey that can lead to life longevity, we believe in preparing for the present as much as planning for the future.
*Access to Trust Services via The Private Trust Company N.A., an affiliate of LPL Financial