Strategic Planning

Ironwood Investment Counsel takes a comprehensive approach to strategic planning. We consider our clients’ short and long-term cash flow needs, as well as their income and estate tax situations in creating a strategic plan aligned with their objectives.

We validate the strategic planning process through cash flow analysis and by testing long-term outcomes over varying market conditions. We also rely on balance sheet analysis to evaluate the appropriate mix of assets and liabilities relative to client objectives.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ironwood does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products.