Exeter Financial is a wealth management firm whose focus is to act as a family Chief Financial Officer (CFO). We are involved in all aspects of our clients planning, from financial modeling, tax, estate, insurance, investments and liability/credit management. Our focus is on comprehensive and integrated wealth management.
Most firms market themselves as wealth management firms, but studies show that only 6% of firms actually provide the true wealth management services that we provide at Exeter.
We are dedicated to serving high-net-worth individuals and families. Our clients are successful busy people including business owners, senior executives, professionals, and retirees. By working as our clients CFO it allows our clients to develop a quality of life that enables them to spend time with their family, give back to their communities, focus on their professions as well as pursue other activities that are important to them.
We find that clients of Exeter:
Want to preserve wealth
Want to minimize taxes
Want to appropriately transition wealth to their heirs
Want to have the appropriate wealth protection strategies
Are stewards, not gamblers
Have realistic expectations
May be charitably inclined
Want to live comfortably in retirement
The following are recent examples of wealth management areas in which we have added value to help our clients achieve their goals:
We reduced a client’s borrowing costs on their line of credit which resulted in over a $150,000 annual savings.
Reduced investment expenses by over 50%.
We significantly decreased a client’s life insurance premium while maintaining the same death benefit.
Working with expert estate planning attorneys, we worked to put together the necessary documents and language to provide protection from creditors or divorce for our client’s heirs.
We increased client’s property and casualty coverage at a lower premium. We have had similar successes helping clients with business insurance.
We work with a client as long as we mutually agree that we can add significant value. If you are interested in an introductory meeting to explore if there is a potential fit, please call us at (480) 588-0830 or email email@example.com to schedule a complementary introductory meeting.
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