We built Plott & French Financial Advisors to give families guidance on the stewardship of their wealth, provide them with a trusted advisor to help them make smart decisions and to help them avoid costly mistakes that could impact their quality of life. We work with our clients through a long term consultative relationship aiming to make what they have imagined for themselves a reality.
Founded in 2005, Plott & French today has a team of experts with over 50 years of cumulative experience within the Financial Services industry and includes a CFA® Charterholder, a Chartered Financial Consultant (ChFC©), and a Certified Fund Specialist.
It is our goal to ensure that your family’s most important financial issues are addressed as needed, we seek to serve as your personal chief financial officer. As your personal chief financial officer, we set the foundation of your financial house through this investment plan. Once this is in place, we address additional components of your financial picture as needed. With your wealth management plan to guide us, we focus on four broad areas of your financial life:
1. Wealth enhancement aims to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns.
2. Wealth transfer intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.
3. Wealth protection is aimed at protecting your wealth against potential risks
4. Charitable giving helps fulfill your charitable goals. It is most effective when coordinated with the three services above.
In accordance with your stated priorities, we will raise these issues and make our recommendations to you during our Regular Progress Meetings. Over time, this allows us to address all of your advanced planning needs.