Beyond Financial Planning^(sm)

A Holistic Approach to Providing Solutions

You play an extremely vital role in the planning process. By your side as the “General Manager” of your planning team, the Aubry Group helps you assemble a team and develop a strategy to help you get the most out of your current situation and move Beyond Financial Planning^(sm).

It is essential for us to be able to communicate with your other advisors, which may include, but may not be limited to your: attorney, accountant, stockbroker, insurance agent, banker, etc. It is our policy to work with your other trusted advisors in order to help you develop a customized and cohesive plan. If, however, you do not have a specific advisor and it becomes evident that there is a need, we have a network of professional advisors with whom we can make contact on your behalf.

Beyond Financial Planning is a holistic approach to understanding and providing solutions to your family’s financial challenges. The Aubry Group does this by coordinating the central management of your family’s financial, investment, tax, legal, insurance and business affairs into a comprehensive plan to achieve personal and family goals. This is done through integrated advice and counsel.

Because of integrated advice and counsel, we are able to:

• Advise you on all aspects that have financial implications
• Shelter you and your family against inconsistent or incongruent advice
• Plan for the most efficient and effective use of your family’s resources.