Other Services
Beyond Planning: A Complete Wealth Management Partnership
BroadFront's financial planning and retirement planning work is supported by a full range of coordinated disciplines — each one integrated into your overarching plan and delivered with the same level of care and precision. No service exists in isolation. All of it works together.
Proactive Tax Planning. Year-Round, Not Year-End.
Tax planning at BroadFront is not a seasonal event. It is a continuous, strategic discipline woven through every corner of your financial plan — because the single largest threat to long-term wealth accumulation is often taxes, and the window for meaningful action closes long before April.
We work in close coordination with your CPA and legal counsel to reduce your current burden, protect your estate, and optimize the transfer of wealth across generations. This includes income tax reduction and asset location, capital gains management and concentrated position strategy, business and entity tax planning, and estate and transfer tax exposure modeling.
Estate Planning That Reflects Your Intentions
A well-designed estate plan ensures your life's work is transferred to the right people, in the right way, at the right time — with minimal friction, minimal taxation, and maximum clarity.
BroadFront provides comprehensive estate planning strategy as part of every client relationship, coordinating with your estate attorney to design structures that protect your estate and execute flawlessly when called upon. We address estate structure and titling, trust design across all major trust vehicles, incapacity and business succession planning, and full coordination across every asset class and account type.
Your Legacy Is More Than What You Leave. It's What You Build.
Legacy planning is about intention — deciding, deliberately and precisely, how your wealth and influence will extend beyond your lifetime. For families with significant wealth, the decisions made today about governance, philanthropy, and transfer will shape outcomes for decades.
We help families design multigenerational wealth transfer strategies, family governance structures, and philanthropic frameworks — including donor-advised funds, private foundations, and charitable remainder trusts — so that your wealth serves your purpose long after you're gone.
Protecting Everything You've Built
Comprehensive wealth management is incomplete without a rigorous approach to risk. At BroadFront, risk management is a core component of every financial plan — not an afterthought — designed to ensure that the unexpected does not derail the inevitable.
We assess and address life and income replacement, estate liquidity planning through insurance, long-term care and healthcare risk, business key-person coverage, and conduct a full review of your existing coverage across all lines to ensure nothing is over- or under-insured.
