Broker Check

Financial Planning

Xception Advisory Group begins most new client relationships with a business consulting or personal financial planning process. These flat fee-based planning exercises result in a written game plan with a clear implementation checklist to guide a client's actions according to their values-based strategy.

Truly clarifying goals and objectives can be harder than many expect, and articulating the principles and values fueling those goals can be even more challenging. Luckily, our clients are the type who rise to challenges and welcome clear, principled strategic planning.

Gaining a clear vision of values and goals gives clients the comfort and confidence to make wise, important decisions.

Each planning process is unique and fees vary according to the size, scope, complexity and duration of a project.  Financial Planning project scopes include:

  • BUSINESS PLANNING: Exit, Continuation, & Succession Plans; Family Business Transfer; Retaining Key Executives; Key Person Risk Management; Tax Planning; Growth & Cash Flow Projections
  • TRUST & ESTATE PLANNING: Family Legacy; Asset & Creditor Protection; Blended Family Goals; Lifetime Gifting; Grandchildren Planning; Special Needs Planning; Charitable Intent; Wealth Privacy; Defining Family Wealth Values; Estate Liquidity & Tax Planning
  • PERSONAL FINANCIAL: Family Lifestyle Planning; Household Budgeting; Retirement Cash Flow; Preparing for Health Risks; Debt Reduction; Major Travel Plans; Family Education; Family Wealth Values Planning; Major Purchases; Career or Lifestyle Changes

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Xception Advisory Group is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

Check the background of a Firm and/or investment professional on FINRA's BrokerCheck.

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