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Financial Counseling

At Renaissance, we believe financial counseling is an integral aspect of asset management.

Personalized Service

Working with very specific goals and having a thorough knowledge of a client’s overall financial situation, enables us to manage investment assets in a thorough and appropriate manner.

Due to our unique client base, we are able to offer comprehensive financial counseling at no additional cost, to clients with investment assets of $1 million and above.

As a registered fiduciary with no products to sell, our clients can count on receiving objective counsel with only their interests, objectives, and concerns in mind.

Diverse Opportunities

Financial counseling at Renaissance is comprehensive and encompasses almost every area of financial concern. This will range from planning for the future education costs of a grandchild to working toward a goal of early retirement, or providing detailed estate planning.

Our advisors don’t merely provide a “plan” or supply passive advice, rather we help our clients take all the necessary steps to implement the desired course of action.

Proactive Approach

At Renaissance, we are pro-active in bringing to our clients’ attention contemporary planning opportunities rather than responding once an issue has presented itself.

Specific advice is not left to our clients to act upon. Instead, we undertake the implementation of the advice we provide according to their wishes.

Financial advice is specifically tailored to individual circumstances. Consequently, it is important that we possess a complete understanding of our clients’ goals and objectives prior to making any recommendations.

We Act As Your Quarterback
By bringing together attorneys, accountants, mortgage, real estate, insurance, and other professionals needed to properly address your needs.

Looking for more detail about our financial counseling?

View Our Comprehensive Financial Counsel Information