Financial

Get control with our financial planning services

Not just anybody can provide leading financial planning services. Individuals or families setting out on a planning process must ask tough questions and make honest evaluations of what has worked in the past and, more importantly, what hasn’t. All of that takes courage and a willingness to listen, learn, and share.

At Threshold Group, our advisors help you through the tough questions and a planning process rich with listening, learning, and sharing. We’ll work efficiently by your side toward a customized financial strategy and a plan that reflects your specific mix of goals.

Along the journey, we’ll help you stay informed and nimble so you can weather volatile markets and changing tax laws, or tackle issues that might affect the transfer, growth, or preservation of your wealth, both in the near and long terms. With plans that are dynamic rather than static, we can also help you be prepared for shifts in individual or family priorities, and leverage assets against current opportunities while keeping your core strategy intact.

Financial Planning Services

  • Tax, audit, and compliance coordination
  • Estate planning
  • Charitable
  • Eldercare
  • Wealth transfer, growth, and preservation
  • Portfolio management
  • Education and family meetings
  • Trust company services*
  • Impact investment
  • Family business succession

*Threshold Group does not act as trustee; however, we do work closely with independent or family trustees, and provide trustee services through our membership in National Advisors Trust Company (NATC)