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pLANNING

It’s all about planning.

1

Financial

You have big questions. When can I retire? Can I help the kids with college? How can I impact the people and causes I care about? Financial planning is the process of articulating financial objectives and building a plan with appropriate solutions. Where life and money intersect there is a need for conversation, advice, and guidance. We build each client’s plan using powerful, robust, and sophisticated tools that evaluate cash flow needs, taxes, inflation, volatility, portfolio returns, and all sorts of variables to analyze where you are today, and the steps needed to achieve your financial goals. Everything we do is designed to build a clear, organized, elegant plan, so our clients can live flourishing and meaningful lives free of financial ambiguity.

2

Tax

The TBG Tax Department is an in-house service fully focused on integrated tax planning and preparation. Having our tax professionals work side-by-side with our investment professionals produces substantially better tax efficiency, allows for more proactive tax strategy, and creates a seamless process for tax implementation for clients all handled by TBG.

3

Estate

There are only two things certain in life said Benjamin Franklin, death and taxes. Estate Planning touches on both of them. But Estate Planning is much more than death and taxes. We help our clients articulate the Legacy they want to have, both in life and after, and execute a strategy that fulfills those aspirations. Legacy planning is not merely a plaque at your alma mater. It is the culmination of your life’s work and expression of your values and your desires for the people most important to you. This involves planning for death, but also planning for life. TBG has a robust estate planning process that we integrate with a select number of vetted estate and trust law attorneys across the country. We review this plan, as life evolves, to ensure your legacy is realized over time.

4

Charitable

We help our clients build intentional, strategic philanthropic strategies. Being intentional with giving involves integrating tax and estate planning into your philanthropic endeavors. For many, this will involve different structures and timing to optimize the tax and estate benefits of your giving. However, charitable planning is not merely an exercise in tax and estate. Strategic philanthropy is about understanding the values that drive your charitable aspirations and creating a plan to maximize the impact your giving can have.

5

Business

A highly diversified set of professional contacts in various business services, legal services, business capital needs, all the way to a Strategic Advisory Network of investment banks and partners, the value-added capabilities for your business planning are near ideal.

Meet the Founder

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Investing with TBG

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Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisor services we offer.

HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our practice and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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