Financial Advisor

What Makes Us Truly Independent and Why It Matters

When we read about independence, we associate it with qualities like: “Free from the influence, guidance, or control of another or others; self-reliant” True independence was woven into our fabric as an early pioneer of donor advised funds (DAF) over 36 years ago. This independence allows us to focus on, and act in, your clients’ [...]

Phil Tobin2022-10-24T20:07:42+00:00April 9th, 2020|Tags: Broker, Financial Advisor, Independence, investment, legacy, Preferred platform|

Ten Questions to Help Families Navigate the Great Wealth Transfer

Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: An estimated $59 trillion will pass from an aging generation to younger generations by 2061, including $21 trillion destined for charities. At its [...]

Phil Tobin2020-04-15T17:10:28+00:00April 9th, 2020|Tags: Donor Advised Funds, family, Financial Advisor, heirs, philanthropic advisor, philanthropy, private foundations, wealth transfer|