A Financial Blueprint is a tool to make wealth management intentional for those who accept the Responsibility of Wealth. The Blueprint defines the specific goals and objectives of the person, family, and business. Those goals are aligned with the client’s assets, their titling, the documents, and products to support and commit everyone involved to the client’s desired goals. The solutions listed below are some of the tools used to create each individual Blueprint.
Accumulation of Wealth is the foundation, which The R.O.W. Group will build upon.
Conservation is the next level, which is created during one’s lifetime.
Distribution is the highest level, which defines the legacy an individual will leave.