Our Approach

While others may consider financial planning optional, we believe it is imperative. Leading with a financial plan allows us to uncover your financial motivations and obstacles through conversation and spending time with you.

• Organize, consolidate, and simplify your financial picture
• Personal cash flow management
• Pre and post retirement planning
• Encompass tax, estate, insurance and education planning

No longer is the lack of information a hurdle to investors. The issue has become filtering out the overflow of data to what information is of value. We stay grounded and focused on you and your plan, not the noise of the market.

• Transparent, cost effective, and tax efficient portfolio construction
• Management of concentrated positions, including but not limited to, stock options and employer granted stock units
• Established investment process that leverages our independence to access multiple research networks and creates an open platform for investment holdings

Estate planning can be extremely complicated. At the end of the day, we understand you want to ensure your family’s well-being and continuity of financial success for the future. Starting the conversation early allows us to recommend the strategies to help maximize your wealth as you have intended, so you may have peace of mind and can focus on what matters most.

• Thoughtful transfer of wealth techniques to your following generations
• Estate planning in tandem with your professional team
• Philanthropic strategies to maximize your family’s contributions

The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client.  Corbenic does not serve as an attorney, accountant, or insurance agent. Corbenic does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Corbenic’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Corbenic’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

As a business owner, many times your business is your greatest asset. It didn’t happen overnight and it wasn’t easy. We know because we have done it. We are your advocate at the table in order to protect and maximize the value of your business while planning for a transition that works for you at a personal and financial level.

• Experience and expertise in an outright sale, internal succession, or a combination thereof, for privately owned businesses
• Management of liquidity needs, tax considerations, and valuation process
• Network of top professionals in the legal, accounting, and risk management fields to build your professional team

Our clients are our greatest asset. We are continuously looking to improve our service and client satisfaction. Our ongoing suite of services are flexible, convenient, and custom to our clients’ lives.

• Personalized communication remains available with the advisory team on a regularly scheduled basis
• Proprietary quarterly and meeting portfolio reports
• Access to private client portal for daily portfolio information and personal wealth portal for financial planning dashboard
• Monitoring of personal data protection and cybersecurity
• Dedicated administrative support for money movement, logistics, and updates