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Our Services
Here is an overview of the unique services offered by the Badger Investment Group*.
Legacy Planning Program™
The Legacy Planning Program™ helps you define your life’s work both in terms of day-to-day personal enjoyment and your legacy. Our program addresses important personal decisions and documents that may otherwise be neglected as life speeds on. This program empowers you to make the best financial decisions during the three main stages of your financial life — accumulation of wealth, retirement planning, and legacy planning.
Discovery Process™
The Discovery Process™ helps us clarify and define your value system — the process you use to make decisions. Your basic values become the personalized template we use to create and evaluate your financial plan.
Strategic Fact Finder™
The Strategic Fact Finder™ and the Personal Legacy Record are proprietary documents carefully designed to define every aspect of your financial and personal circumstances, goals and objectives.
Team Advantage™
The Team Advantage™ wealth management service co-ordinates and simplifies your financial world. We liaise with your Investment Advisors, lawyer, tax accountant, insurance† specialist, and estate planner and combine their efforts into one cohesive strategy to save you time, duplication and confusion.
Lifetime Review Process™
The Lifetime Review Process™ helps you adjust and evolve in the face of change. It allows us to perform our strategic leadership role on a temporary basis, until your transition has taken place and all aspects of your financial plan are adjusted accordingly.
Retirement Planning
We shape a model of your retirement lifestyle and ensure you will have ample income to achieve it. We also plan for your family’s needs so they are prepared if you require long-term care or experience a critical illness, disability or death.
Investment Management
We adhere to a sound strategy designed to preserve capital and work toward slow, consistent appreciation. We make careful asset allocation recommendations and use Blackmont’s Integrated Managed Account (IMA) to create cost-effective, customized portfolios without bias. We report, educate and communicate consistently to help you realize your goals and make successful transitions.
Estate Planning
We develop a well-rounded exit strategy to minimize tax and conserve wealth, and consult regarding legacy planning and charitable giving to create a lasting tribute to your life and values.
Your estate
Our estate planning service focuses on will planning, tax minimization, succession planning, and charitable giving.
We work closely with a network of established professionals to ensure you maintain control of every aspect of your estate and we take the time to answer your questions as we progress. Our goal is to create a well-rounded estate plan which allows you to pass wealth on to the next generation efficiently and effectively.
Your legacy
We examine your paper trail — the documents which ensure your legacy is set in stone. These include your will, insurance† policies and trusts.
Consultations will also centre around philosophical explorations of what you want your life to have been about. What really matters to you? What causes or charities do you feel are important?
We help you build a legacy to symbolize a lifetime of accomplishment in a meaningful and memorable way.
†Insurance products and services are offered by Blackmont Insurance Services Ltd.
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