Introduction

A pilot would never take off without a detailed flight plan.  The plan for your financial future is just as important.  At Cleary Gull, our Pilot Program professionals start by helping you understand and define your retirement needs while you work during Pre-Retirement. We know that managing your retirement is more than just managing your money.  You have other objectives, such as starting a new career, providing for your loved ones, or transferring wealth to future generations.  Achieving these objectives is just as important as growing and preserving your assets.

Once you have made the decision to retire, our Wealth Management process will help you create a comprehensive plan that will guide your investment choices. We start by helping you define your goals and creating the roadmap to help you achieve them. While some firms focus solely on investment performance, isn’t attaining your goals more important?

When you transition into retirement, it is important to have a plan in place to help you keep your hard earned assets.  Our proactive consulting approach for Estate Planning focuses on helping you with proper documentation, minimizing estate taxes, wealth transfer, beneficiary designations, trusts and wills. We work with qualified estate planning attorneys and can help you find the right advisor to assist in creating your personal plan.

Earning the trust of you and your family is our goal. We want your family to know where to turn for guidance after you’re gone. Our Cleary Gull Family Survivorship Guidance program offers spousal and family assistance through difficult post-death transitions. We offer personal assistance and planning tools for you such as the Survivor Assistance Handbook and The Beneficiary Book. We want you to be assured that during difficult times your investment assets continue to work for your family's benefit.