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Our ProcessNavigating the complexities of family and institutional planning can be challenging. No two paths are the same. That%u2019s why we partner with 1847%u2019s Advanced Planning resources to develop forward thinking strategies that will help navigate our clients through any planning they face.There are two types of planning: Core and Advanced. Core planning establishes the basic building blocks for a family or business. Advanced planning establishes, or reinforces the core, then customizes additional solutions to meet the unique needs of the client. Advanced planning is the universe of options for customizing a core plan, adding dimension and scope.We offer turn-key tax planning, wealth transfer, estate planning, retirement income and charitable giving strategies as well as group benefits. These services assist families and their advisors as they seek to initiate the planning process or build %u201cadditions%u201d on an already significant set of planning strategies. Your Circle of Advisors