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Financial Planning and Giving Strategy 

We start all financial plans by answering one question: “am I okay”?

From there we build on taking care of our families and our communities.

Our experience in implementing our disciplined approach is fully coordinated with our clients’ other advisors to ensure no financial planning gaps exist and no opportunities are overlooked.

Once our clients are confident in their financial planning, we can begin to implement strategies that help towards meeting their charitable goals by beginning with a simple question: “what outcomes are you looking for?”

When clients engage us for charitable planning, we provide the technical capability and experience to help meet each need. As we implement strategies and perform ongoing review, we evaluate the outcomes of your philanthropic investment with each organization.

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Three Corners Capital can provide additional value in the following areas:

  • Multi-generational wealth planning
  • Strategies when receiving an inheritance
  • Strategies when planning the sale of a business
  • Strategies with regards to gifts of real estate, business interests, agricultural commodities

Three Corners Capital can help you:

  1. Identify your goals
  2. Define your options
  3. Develop & Implement your strategic financial plan
  4. Oversee the successful implementation and ongoing analysis