Services

Financial Planning

Our comprehensive approach begins by understanding your big-picture life objectives, evaluating your risk tolerance, and implementing a strategic action plan.

Personalized Financial Action Plan

Risk tolerance assessment and savings goal identification and plan implementation.

Education Planning Services

Cost projections for schooling, recommend optimal savings rates and vehicles, and provide tax planning advice—except for preparing tax returns.

Budgeting and Cash Flow Analysis

Analysis of fixed and discretionary expenses, assessing current and projected cash flow, and reviewing income streams like salary, bonuses, self-employment, and investments.

Retirement Planning

Tailored solutions for professionals, entrepreneurs, and families aiming to maintain purchasing power during retirement through Social Security timing, pension optimization, withdrawal sequencing, Roth IRA strategies and longevity risk planning.

Retirement Income Strategies

Optimize Social Security timing and maximize pension benefits to help ensure a stable income stream.

Tax-Aware Planning

Implement strategic withdrawal sequencing and explore Roth IRA conversions and backdoor Roth IRA strategies for tax advantages.

Longevity & Health Risk Review

Evaluate and conduct a comprehensive assessment of health insurance to safeguard future well-being.

Tax Strategy

We aim to maximize after-tax wealth performance by implementing case-by-case tax optimization tactics.

After-Tax Wealth Accumulation

Tax-loss harvesting, asset location, and tax budgeting.

Philanthropic Tax Planning

Donor Advised Funds (DAF), Qualified Charitable Distributions (QCD), Charitable Remainder Trusts (CRT), and more.

Multigenerational Tax Optimization

Strategies to enhance the tax benefits of planned gifting.

Investment Management

Our in-house investment team collaborates with you and your advisor to craft goal-oriented portfolios focused on tax efficiency, cost reduction through passive and active solutions, and diverse asset classes. Our private market investment opportunities aim to capture attractive yields while mitigating risk.

Public Markets

Customized Asset Mix

Construction, monitoring, and rebalancing of personalized portfolios focused on individual goals and values, composed of fixed income, equities, socially responsible investments, commodities, cash, and select alternative holdings.

Tax Efficient Strategies

We aim to minimize annual taxes and enhance after-tax returns by managing capital gains and losses through Tax Loss Harvesting (TLH), strategically placing high-income-generating assets in tax-advantaged accounts, and ensuring prudent diversification of concentrated stocks.

Cost-Effective Approach

Our goal is to reduce overall costs through direct indexing and active management, potentially enhancing your returns and the value you receive.

Private Markets

Attractive Yield Potential

Gain access to select private investments with significant potential for alpha generation and reduced costs across diverse asset classes.

Curated Investment Opportunities

Choose from a range of private holdings including healthcare technology, venture capital, hard asset-backed private credit, and local real estate development.

Risk Mitigation Strategies

Private investments inherently carry risks that require specialized skills, careful attention, and rigorous due diligence.

Life Transition Planning

Major life events frequently present unique financial challenges. We provide guidance and solutions for career transitions, relocation, divorce or the loss of a partner, caring for aging parents, and special needs planning.

New Job & Relocation Impact

We evaluate new career opportunities by providing a second opinion on compensation, benefits, and tax implications, including relocation and bonus structures.

Divorce or Widowhood Financial Impact

We guide you through divorce or post-loss planning and support, including wealth inventory, asset transfer assistance, coordination with key advisors (estate attorney, trustee, CPA), cash flow and income needs analysis, life insurance claim support, and ongoing estate settlement process and tasks tracking.

Educational Financial Planning

Financial education for children and young adults, aiding them through transitions like college, graduate school, and their first jobs, ensuring they are well-prepared for financial independence.

Business Exit Planning

We offer specialized services to entrepreneurs and business owners, helping them maximize the value of their businesses and translate that value into enduring wealth.

Pre-Sale Strategic Alignment

Ensuring business exit plans align with personal financial goals before you sign an LOI (letter of intent).

Transaction Planning

Structuring a business sale to minimize tax and estate impact and allow for future investment opportunities.

Post-Business Sale Integration

We guide your investing strategy to maximize the proceeds from your liquidity event.

Legacy & Estate Planning

We help define your legacy and philanthropy goals, guide wealth transfer strategies, and assist with beneficiary designations.

Philanthropy & Inheritance Planning

Define legacy, philanthropy, and inheritance goals while coordinating with attorneys on estate planning documents. Note: Seven Springs Wealth Group does not offer legal advice.

Wealth Transfer & Beneficiary Assistance

Plan effective wealth transfer strategies and assist with beneficiary designations to ensure a smooth transition of assets.

Estate Services & Legal Coordination

Offer notary services, summarize estate planning directives, and identify new opportunities or changes due to evolving laws or circumstances.

Private Wealth Management

A suite of services tailored to help high-net-worth individuals, families, and business owners meet their lifetime capital needs, their wealth transfer goals, and philanthropic commitments.

LEARN MORE

Family Office Services

A suite of services designed to seamlessly integrate all aspects of wealth management, specifically tailored for ultra-high-net-worth families, founders, and enterprise owners.