*Trust Services are offered through The Private Trust Company, N.A. and Affiliate of LPL Financial.
**Referral entities and their services are not affiliated with LPL Financial.
Not everyone Needs every Service
But we are equipped to Help when you need it
Our Process
FIT Meeting
We begin with a no-obligation conversation to get to know you and your family’s priorities. This is your opportunity to see how we work, and our opportunity to make sure ORDOS is the right partner for your needs.
Discovery & Planning
If we agree to move forward, we gather a complete picture of your financial life—investments, estate considerations, risk analysis, income needs, and family goals. From there, we create a coordinated strategy designed to bring order to complexity and clarity to decision-making.
Implementation
Once your plan is tailored and agreed upon, we coordinate all the moving parts—investment portfolios, income management, tax planning (through ORDOS Tax Services), and estate strategies—to put your plan into action.
Ongoing Guidance
Life evolves, and so does our work together. We proactively monitor your plan, meet with you regularly, and anticipate changes before they become challenges. Our goal is to provide peace of mind so you can focus on what matters most.
Our Services
Asset Protection
Have you protected yourself against catastrophic loss due to liability issues, property losses, disability, and long-term care? Do you have an adequate amount of life insurance and is it the appropriate type? Are your business interests adequately covered?
Income Management
Have you prepared a four to five-year cash forecast and identified expected sources and uses? Did you spend according to plan? Did you use all reasonable means to reduce your taxes? Was your tax return prepared utilizing all eligible deductions and tax credits?
Debt Management
Is your debt tax efficient? Do you have access to as much debt as reasonably possible and at the best available rates and terms?
Investment Planning
Is your asset allocation appropriate? Is your portfolio tax-efficient? How did your actual rate of return compare with the expected rate? How did your investments perform relative to their benchmark? Did you rebalance according to your investment plan?
Estate Planning
Does your will match your transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all necessary trusts and maintained the required documentation? Do you even know, let alone have in place, all the necessary legal planning documents you will need to spare your family so much work and stress in a time of crises?
Tax Planning Services
How can you make sure your financial and tax strategies work hand in hand? We coordinate with your tax professionals—through our affiliated entity, ORDOS Tax Services—to help minimize surprises, create long-term efficiencies, and keep more of your wealth working for you.
Disclosure: Tax services are offered through ORDOS Tax Services, a separate entity.
