FINANCIAL GUIDANCE BECAUSE?
- MY FAMILY IS EVERYTHING
- I WANT TO RETIRE SOMEDAY
- I WANT TO LEAVE A LEGACY
- I WANT MY KIDS TO GO TO COLLEGE
- I WANT TO TRAVEL
No more late nights worrying about what your financial plan should be.
I am:
Building A Future
For My Family
Nearing Retirement Age
Living In Retirement Years
Just Starting Out
Working And Growing
Starting My Family
Your IDEAL Financial Life
SAY HELLO TO A BETTER FINANCIAL FUTURE
Today, you and your family are living longer and healthier lives, so securing your financial future is more important than ever. We understand that your financial future involves a lot more than balancing risk and return or selecting the right investments. Ashton Thomas wants to know what is meaningful to you, what motivates you and what keeps you up at night.
Accumulating wealth throughout your life takes clarity, persistence and focus. It’s a journey, and reaching your destination can mean a better life and security for you and your loved ones. At Ashton Thomas, we believe that your life and wealth should work in harmony and our Wealth Blueprint™ can help you map out your ideal financial life.
Financial WELLNESS
HELPING YOU MAKE BETTER FINANCIAL DECISIONS
Financial wellness is no different from physical wellness, falling on a spectrum based on the decisions we make. Every day, without thinking, we make thousands of choices that affect our health. Do I cross the road now, or wait for the truck to pass? Should I eat a cheeseburger or a salad for lunch? Should I hit the gym or watch TV? These decisions can be healthy or unhealthy, leading to wellness or illness.
In the same way, the decisions we make mindlessly on a daily basis also affect our finances. At Ashton Thomas, our wealth advisors work with you to increase your financial wellness, so that you can stop making money decisions on “auto-pilot,” but instead make decisions that are directly in line with your financial objectives and financial plan. Making investments is the easy part. But your everyday decision-making is the most important aspect of increasing your financial wellness.
“LIFE IS A SUM OF ALL YOUR CHOICES,” WROTE ALBERT CAMUS. “LARGE OR SMALL, OUR ACTIONS FORGE OUR FUTURE.”
Your Guide to Financial SUCCESS
YOUR WEALTH BLUEPRINT™
At its most basic, financial planning is a response to fundamental human needs. At its most exalted, true financial planning can introduce new perspectives and new dynamics, reinvigorating your ideal financial life.
We believe that the way we engage and work with you can add meaning and value to you and your family. That ideas inspire positive change. That coloring outside the lines can illuminate fresh perspectives. And that small details yield important realizations. Above all, we believe that collaboration is the best way forward.
Collaboration is a guiding force at Ashton Thomas, as we believe that the best results stem from an ongoing dialogue with you. We approach each aspect of your financial life as a unique challenge. Our integrated practice brings together a multidisciplinary team across the financial service industry to create innovative solutions.
Each client requires a specific, unique, and unprecedented solution devoid of constraints. This approach results in a wealth blueprint that functions measurably beyond our clients’ expectations.
NAVIGATING THE MARKETS
When creating investment portfolios, we take into consideration our clients’ specific goals, risk tolerance, tax situation, growth expectations and liquidity requirements that are unique to each client. Our seasoned team will then carefully implement an individualized portfolio designed to help our clients achieve their objectives and manage their wealth according to their evolving circumstances.
Our integrated approach to managing your wealth evaluates implications across disciplines and jurisdictions. As you explore opportunities across a range of global markets, we ensure that every aspect of your financial, investment, estate planning and business needs are addressed.
DIVERSIFYING YOUR PORTFOLIO WITH ALTERNATIVES
Alternative, or non-traditional, investments are now an essential part of a modern portfolio. Because they don’t typically move in lockstep with other parts of a traditional portfolio, alternatives may offer the potential to boost overall portfolio returns while reducing risk.
Now may be the time to diversify your portfolio with alternatives. With stock prices and bond yields near record levels, we believe it is unlikely for current trends to continue. Alternatives have historically delivered attractive returns relative to stocks and bonds during challenging market environments.
SECURING YOUR FINANCIAL LIFE
Changes to your life, your career, as well as new laws and regulations can all have a profound impact on your financial security. So, as you navigate through the changing stages of your life, both you and your family must have the flexibility to adjust to life’s gifts, challenges and shifting priorities.
SECURING YOUR FINANCIAL LIFE
RISK MANAGEMENT
A critical component to securing your financial life is risk management. Risk management aims to serve as a safety net to protect each client’s plan against contingencies — those events and changes that cannot be predicted or, in many cases, prevented. It is to provide you with the most cost-effective strategies for protecting your lifestyle, your family security and estate against catastrophic financial losses arising from personal and professional risks.
Risk management can take on many forms, and our process is designed so that our clients are prepared for all of life’s contingencies. As part of our planning process we review current insurance and annuity policies and look to optimize these types of strategies to help secure your financial life.
SECURING YOUR FINANCIAL LIFE
LEGACY AND ESTATE PLANNING
Estate taxation and your legacy should be part of securing your financial life. We work with your attorneys to advise you on asset protection strategies, business succession planning, and charitable giving opportunities. We work closely with your attorneys to ensure advice is aligned with your overall goals. The combination of experience coupled with our coordinated approach forms an estate plan that fits in with your overall financial plan and goals.
SECURING YOUR FINANCIAL LIFE
STRATEGIC TAX PLANNING
Tax planning requires careful attention across a wide range of areas. These areas should be considered not only within the economic and legislative context of the next few years, but also with the long view in mind.
As your wealth accumulates, it’s important to understand how taxes apply to your financial arrangements and the impact they may have on your goals and lifestyle needs, especially in retirement. Beyond retirement, your wealth blueprint should be instrumental in preserving your wealth for future generations. Our advisors can work closely with you to incorporate tax planning strategies into your overall wealth management strategy.
SECURING YOUR FINANCIAL LIFE
MULTI-FAMILY OFFICE SERVICES
Ashton Thomas’ personalized, integrated approach enables us to design our services specifically to meet the needs of ultra-affluent, multigenerational families. We understand the unique requirements associated with substantial wealth and its impact on your children, extended families and future generations. Affluent families ask the questions that are not centered on investment management and tax planning, but on how to be effective stewards of family wealth, how to create a plan and how to make prudent decisions for the long term.
Our understanding of the complexities allows us to deliver a cohesive, personalized, streamlined plan called the Family Blueprint, designed to help address the overall family’s mission, tackle the short-term needs and to adequately meet the family’s long-term goals. We coordinate your overall financial affairs with your various advisors, house your documents and records in a centralized location, and provide customized reporting to fit your particular needs. In addition, our team coordinates family meetings and assists your family in business succession planning and wealth education.
SECURING YOUR FINANCIAL LIFE
COLLEGE PLANNING
As tuition has skyrocketed in the United States, there is an increased need to plan ahead to ensure each of your family members can attend the university of their dreams. Ashton Thomas will incorporate your children, grandchildren, nieces and nephews into your financial plan, helping you allocate adequate assets into your portfolio to meet your family’s higher education objectives.
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