Planning for Success
Gaining and maintaining wealth is a process driven by discipline and focus. At Bearing Capital Partners, planning is at the core of everything we do. We have been listening to our clients’ needs, building plans, and successfully implementing them for over 15 years.
Thoughtful planning will uncover your valued objectives, verify your targets and then round out the rest of your financial architecture. With proper planning, you should never be forced to make a decision that you don’t want to.
Strategic Planning
Wealth & Retirement Planning
Transition Planning
Tax and Cash Flow Analysis
Estate & Legacy Allocation
Succession Planning
Corporate & Financial Planning
Get in touch for a free consultation about planning your future
The Foundations
The Foundations of Planning is how we put the plan together.
These are the building blocks of your plan: Growth, Income, Risk, and Real Estate
Assets that will increase your wealth through capital appreciation, such as taxable securities, a small business, or private equity.
Assets that provide cash flow and defense. They ensure that you can live comfortably and your wealth will be protected from volatility and erosion.
Systematic challenges to your financial plan: understand the downside, reduce those risks, transfer them to another entity, or re-arrange them.
The cornerstone of most successful wealth management programs. Personal, vacation, and commercial/ rental are all taxed and run differently.
A process-driven approach empowers clear and confident decisions. We start with a comprehensive discovery in order to understand where you want to go. Once this is complete, we will get to work on your plan. We touch base with you along the way as we develop a plan and determine action items to get you on the right path.
Get in touch for a free, no-obligation consultation session
One of our insurance specialists will get in touch to further understand your insurance needs once we receive your request
