Financial Planning
First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.
Benefits
- Multi-level planning available to address both simple and complex financial situations
- An experienced team of Senior Financial Planners dedicated to exclusively focusing on financial planning work with clients
Details
- Provides information on balance sheet, cash flows, and expense projections and savings.
- Other available analyses include projecting and planning for education expenses, retirement, long-term care needs, gifting, family support and charitable giving.
- Comprehensive estate and financial planning available for more complex needs.
Articles & Insights
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Annual Exclusion Gifts: A Simple Way to Transfer Wealth
Linda Yang, Financial Planner
First Republic Investment ManagementGifting during your lifetime can be an effective estate planning strategy with multiple benefits.
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The Tax Challenge With Highly Appreciated Real Estate
Petra Chien, CFP®, Financial Planner
First Republic Investment ManagementOwning real estate as an investment presents both benefits and unique challenges.