Cynthia Touchton

CYNTHIA V. TOUCHTON
Vice President
Senior Investment Consultant

 

Biography

 

Her mission: 
 

“To help clients and their families find solutions for multi dimensional aspects of thier lives through comprehensive wealth enhancement and preservation strategies that help achieve each client’s unique goals and values.”

 

 

 

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A Client-Centered Process

 

Money provides us with the resources to achieve our goals.  Cynthia knows that understanding your personal and business goals is critical to tailoring a financial plan that will accomplish your unique objectives.  Each consultation starts with an in-depth interview to determine your values, needs, hopes and plans for the future. 

 

 

Comprehensive Planning and Strategic “Life-Plan” Implementation

 

Interview results are used to develop your personalized nvestment policy statement, which forms the foundation for ALL your financial planning initiatives.  Based on your unique goals, Cynthia uses a “team approach,” to develop your personal comprehensive financial “life-plan.”  That plan can include investment planning, wealth enhancement, asset protection, retirement income distribution, wealth transfer and philanthropy.

 

Cynthia works with you to create a disciplined, impartial and strategic process that helps you transcend the media’s “financial noise” and make smart financial decisions that help achieve your goals.  While all financial decisions are based on objective investment criteria aimed at creating or preserving wealth, Cynthia also helps you develop a process that accommodates your emotional comfort level.  (For example, many clients are concerned that they will outlive their resources.)

 

Cynthia collaborates and coordinates with your team of professional advisors to ensure that there is appropriate input and expertise and to ensure ALL aspects of your “life-plan” are cohesive and help accomplish your goals.  Your team of professionals may include CPA’s, Attorneys, Bankers, Insurance Experts and Charitable Nonprofit Professionals.  Cynthia’s client-centered approach and process enables the individual professionals within the team to spend more time in their area of expertise.

 

 

Personalized Attention and Ongoing Communication

  

“Problem solving by listening and advising with integrity has always been the foundation of my practice”, states Cynthia.  Financial plans must be reviewed and revised whenever you experience a life-changing event or there is a change in the market.  Ongoing proactive and regular communication are a high priority for Cynthia and she sets high standards for frequent phone consultations and visits, in addition to client and family meetings.

 

 

Philanthropic Planning

  

Philanthropic planning can play a large part in the planning process as charitable gifts can help clients perpetuate their values and transfer more wealth to their heirs.  Cynthia has a passion and an innate ability for helping clients connect with their philanthropic interests.  She excels at solving problems and designing solutions that minimize taxation and maximize the transfer of wealth.  Helping clients create a legacy often enriches their lives in ways that far exceed their expectations for financial planning!

 

Clients

 

The clients that benefit most from Cynthia’s client-centered process are interested in long term planning and prefer a consultative approach that provides impartial and objective advice tailored to helping them achieve their personal goals and needs.  Her clients understand that financial planning is an ongoing process (not a one-time event) and have a million dollars or more in investable assets.

 

Her clients include individuals, families, business owners and nonprofits organizations.

  

Cynthia also provides services to nonprofit organizations which includes investment and spending polices, portfolio management, and risk control.  She manages nonprofit assets invested in foundations, endowments and charitable gift annuity programs.