Clients
FAMILIES
As John Dunne said “No man is an island. No man stands alone.” Plunkett & Associates can help in customized family financial planning. We would all like to share our good fortune with other family members in a way that will help them develop to their potential. Plunkett & Associates understands that there are many concerns within a family about how to best structure assets for future plans such as higher education, retirement, and charitable donations. We can help with each of these, as well as with wealth transfer between generations, thereby providing a legacy for future generations.
FOUNDATIONS
Foundations give the opportunity to be part of something larger than ourselves. Most foundations find a spending policy and an investment policy to be important to accomplishing their missions. Plunkett & Associates has had experience crafting these policies and we will assist in developing these documents. In addition, we can help in long-term planning to meet the goals of your foundation, as well as investing your foundation’s corpus in ways that comply with the investment policy and strike the right balance between risk and return. We will meet with your board on a regular basis to report on the management of your funds and to present an update on the financial environment.
PRIVATE BUSINESS
Plunkett & Associates know how hard it is to find the best solutions for small businesses. Having owned and managed a small business myself I know how overwhelmed someone in this position can be. Rather than being distracted by important decisions regarding employee benefits and favorable tax treatment for owners, the main focus must continue to be on the basic business of the company. You want to find someone who is competent and someone whom you can trust to review, recommend, and implement the solutions that will optimize your interests as owner. We believe that we have the fresh eyes and capability to provide this service.
