FINANCIAL PLANNING WHERE YOUR INTERESTS COME FIRST
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To protect and grow our clients’ assets by putting their interests first and advising them on anything that touches their financial lives.
INVESTING. PROTECTING. GROWING
At Litchfield Financial, we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.
WHERE WE ADD VALUE
This life event forces you to deal with both financial and non-financial matters. Given your time constraints, our divorce planning specialists will help you manage the investment portfolio so that you can devote your time to other important matters. We’ll work diligently seeking to get you the best financial settlement possible.
For some clients this may be your first time coming into significant assets. Many questions come along with inheriting wealth. We’ll work with you to create an investment portfolio and overall financial plan that fits your objectives.
MANAGEMENT AND MONITORING
You want to know that your money, accounts, and overall assets are protected. We monitor all your accounts that are under our care on a daily basis. We provide proactive communication with you throughout the year including quarterly meetings, newsletters, and being here for you when you need us.
Litchfield Financial has a wealth of experience in helping clients through liquidity events. Whether you’re selling restricted stock, stock options, or have other liquidity, we’ll help you manage your concentrated position, diversify your portfolio, manage tax exposure and devise a new long-term plan for your investment portfolio to match your stated objectives.
You’ve spent your entire life working hard to create a nest egg. But you’re not sure if it’s enough. At Litchfield Financial we work with you to ensure that your investments are aligned with your long-term needs. Our retirement planning experts will help you devise a portfolio that fits your retirement objectives.
SELLING A BUSINESS
After pouring your heart and soul into building a business we understand the challenges you face when selling a business. Our team has the resources to help you figure out an exit strategy and what to do with your proceeds once they become liquid.