Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers three phases.
1. Development phase
In
the Development phase our local and national design
teams work together with our clients` decision-making
team to gather data, isolate and quantify potential
problems, and explore solution options. This effort
combines our experienced staff with a diverse
range of advisory specialists and product resources
and Partners Financial`s national resources, including
. . .
- Plan design specialists
- Product and product source analysts
- Legal and accounting specialists
- Investment analysts and asset managers
- Corporate and private banking specialists
- Actuarial experts
- Trust services providers
- Insurance product providers
2. Implementation phase
Once
our development team recommends solution alternatives,
we perform a final analysis on the financial
products that fit the plan parameters. Meanwhile,
we coordinate with our clients` legal and financial
advisors to complete documentation of the plan
and define the administration procedures for
the next phase.
3. Management phase
Once
decision consensus has been reached, the plan
moves into the Management phase. That`s when
we secure the necessary service agreements to
monitor the results of the plan and respond
to ongoing needs. We want you to feel assured
that we sit on your side of the table for the
long term.
The decision process begins with the right questions.
Corporate contingency strategies