You might not fit exactly into one of these buckets. You might fit into parts of all of them. We know no two situations are alike. There’s no one with your same financial needs, goals, and challenges.
That’s why our whole job is to get to know everything we can. Because you aren’t a case study. You’re just you.
Your life is about much more than money. However, your money can fulfill your dreams, enhance your lifestyle, and care for your family and community for generations. We focus on the financial details so you can enjoy your life.
These clients are starting to accumulate wealth but they are fighting their way through the headwinds of school debt, mortgages that are often a little bit of a stretch, their kids’ college education down the road, and being in high-demand professional positions. They know they are on their way to meaningful wealth in the future and do not want to make mistakes or miss opportunities in the meantime.
These fortunate clients feel they have enough wealth to accomplish everything they want to do in retirement. They want to be market participants, not only because they know longevity and inflation risks are real, but also because they just feel they should. That being said, they do not want to take the risks typically associated with the stock market. We help these clients model a great financial lifestyle and build portfolios designed around their objectives, risk tolerance, and need for downside protection.
This is by far the oddest description of any of our clients… who can be “too wealthy”? We are, of course, being a little tongue-in-cheek, but in the eyes of the IRS and some state governments, a person can be too wealthy. Estate, inheritance and death taxes can be a real problem for many clients. The good news is there are proven and accepted gifting, wealth transfer and philanthropic techniques available to those who want to explore them. Using these tools we help these clients structure their affairs in a strategic manner that can explore strategies designed to manage potential estate and transfer tax exposure, often in coordination with their tax and legal professionals.
This client comes to us with an itch to scratch. They often are relatively happy with their current advisor and financial situation, but they are longing for something unique, new, creative, and different to complement what else they’re doing with their money. This is where custom structured products and alternative investments may provide additional sources of diversification and return potential alongside a traditional portfolio for a client.
These clients may have significant wealth concentrated in businesses, real estate, or other illiquid assets that do not fit traditional wealth management models. As a result they are often treated in a discounted and disinterested fashion when it comes to their portfolio. At Rothschild Financial Partners, our integrated approach allows us the opportunity to serve all of our clients with the respect and attention they deserve.
This client is an entrepreneur or head of a small to mid-size family business who understands that quality financial planning is essential for them, their family, and their employees. These clients need a trusted partner to advise them on qualified and nonqualified retirement plans so their employees can grow. And when it’s time to move on or monetize the sweat equity they’ve put into their business, we can help them plan for succession, transition, and an eventual exit in coordination with their other professional advisors. With Rothschild Financial Partners by your side, these clients can confidently focus on other important areas of running their business.
You have plans. You have a life you want to live. You have the assets you think will get you there… but that also means you have questions. You have problems that need to be solved.
We’re here to solve them.
At Rothschild Financial Partners, we understand that you want your questions answered. We work to understand your goals, get your assets in order, protect and nurture them, and help them grow.
You want to know how you can live the life you’ve earned. We help you build a plan for the life you want to live. That’s true financial planning.
At Rothschild Financial Partners, we genuinely believe in a client-focused approach to our advisory services. As our client, you come first. When you choose to work with us, you’re placing significant trust in our team. That’s why we involve you in every step of the process and continuously communicate with you. You’ll know how and why your money is working for you.
Next, we’ll examine your income, assets, liabilities, investments and tax picture. If you own a business, we’ll review your retirement plans and succession plan. We’ll identify the financial gaps between what you have today and where you want to be in the future.
From there, your personal team of advisors will design a wealth management plan tailored just for you that includes risk-appropriate and diversified investments, insurance solutions, philanthropy planning, estate planning, and smart tax strategies. For your business, we’ll make forward-thinking retirement plan and exit strategy recommendations.
Once we set your plan in action, we’re not done. We will continually monitor your investments and adjust as necessary. We’ll regularly meet with you to learn what’s changed in your life, and pivot your plan accordingly. We’ll keep an eye on your long-term goals and evaluate your progress toward your long-term goals and adjust the plan as circumstances change.
What does it mean to be strategic with your money? It means having a plan to understand it, protect it, and watch it grow.
Smart, creative investments that help you strategically reach your goals and live your life
You don’t need to be near to be close. We’re a wealth management firm based in Chicago that delivers custom, personalized, and empathetic service to clients across the country.
It doesn’t matter where you are. It only matters where you want to go.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
