CLIENT SERVICES2019-03-06T17:22:49+00:00

Client Services

A customized mix of planning and investing services that help support and sustain your life and lifestyle.

Over many decades, we have developed a time-tested investment strategy for our clients

We credit much of our long-term success to how we approach relationships with each of our clients. Our unwavering support will help you navigate challenging questions and plan for some of life’s unexpected changes. When working with Exeter Financial, you will always receive honest and thoughtful personal financial advice unique to your situation.

Private Wealth Management

Our planning process begins by working closely with our clients to identify their long-term goals and risk tolerance. We then seek to develop a long-term asset allocation and work with each client to implement an appropriate strategy to help them meet their objectives. Additionally, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. We are committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities.

Investment Management

Exeter Financial provides independent and creative investment solutions for affluent individuals. Our clients’ strong desire for wealth preservation with sensible growth is more in line with the investment goals of institutions such as endowments, foundations, and pension plans. We are committed to identifying and providing access to some of the most innovative and creative investment ideas around the world. We are experts at developing customized, institutional-style portfolios designed to preserve wealth and enhance clients’ capital.

Estate & Trust Planning

To protect your assets and preserve your objectives, you need an estate planning team that is dynamic and knowledgeable. At Exeter Financial we team up with some of the premier estate tax planners in the business. Planning for effective generational wealth transfer may include adjusting portfolio allocations to minimize taxes, gifting to family or organizations, planning and establishing trusts and more. You can rest assured; your legacy will be secured for generations to come.

Philanthropic Planning

Many of our clients are philanthropic and have donated assets to worthy causes. There are a number of strategies that can be utilized to transfer assets for charitable giving. Whether it’s through your estate, as part of a trust, or with the creation of a foundation, Exeter Financial can help you identify ways in which to best direct your philanthropic efforts, then design and implement the most tax efficient strategy possible. Not only can you receive tremendous fulfillment from giving, it can be a very strategic tool in balancing and offsetting tax liabilities.

Insurance Services

At Exeter Financial we make sure your personal insurance coverage meets your expectations. Your insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. As you take on more responsibilities, business and personal, your need for insurance increases. Our experts work individually with you to understand your risks and objectives in the areas of personal life, health, disability and long-term care Insurance.

Tax Planning

Our team of experts spends the time necessary to truly understand our clients’ goals and objectives as well as work closely with their tax advisors. This approach allows us to provide the pro-active advice and service our clients expect. Our recommendations are outcome-based, not tax-driven. We allow your goals and values to dictate the best tax strategy. At Exeter Financial, we work closely with some of the premier tax services firm in the area to help our clients streamline their personal income tax needs.