Visual Guides

"Clarity comes when you see the bigger picture

— Albert Einstein."

On our Visual Hub

We believe that images and design speak a universal language. This page is our canvas for conveying ideas at a glance—turning complex concepts into visual stories that resonate instantly. We want every visitor to see, understand, and connect with the heart of what we do, all in a few inspired visuals.

Fractional Family Office

The bar charts compare cost and scope of a fractional vs. full office. Service portfolio graphics highlight the range of areas covered (tax, estate, investments, philanthropy). It shows how families can access elite expertise affordably.

Wealth Management

The net worth pie shows what portion of wealth is in real estate, investments, cash, or liabilities. The line chart tracks investment performance. Cash flow bars reveal if income exceeds expenses. Progress bars show how close you are to hitting retirement, education, or debt goals.

Insurance Overview

Coverage maps show which areas of your life are protected (home, health, auto, life). Life insurance option bars compare term, whole, and universal policies on cost and flexibility. This helps visualize gaps in coverage.

Term Life

Bar shows low premium/high coverage structure. Timeline shows coverage is fixed for 20–30 years, then drops to zero. Cost comparison bars highlight affordability vs. other life products. Features stress pure protection with no cash value.

Whole Life

Premium allocation shows coverage vs. guaranteed cash value. Line chart shows steady growth over decades. Dividend bars show potential extras. Feature bars emphasize guarantees, fixed premiums, and lifetime protection.

Index Universal Life (IUL)

The bar shows premium split between insurance and index accounts. Line chart compares market-linked growth vs. guaranteed minimum floor. Bars compare participation rates across indexes. Feature highlights stress downside protection with upside potential.

Variable Universal Life (VUL)

The bar chart splits premiums between cost of insurance and investments. Pie chart shows where funds can be invested. The growth lines illustrate conservative vs. aggressive outcomes. Feature bars highlight flexibility in premiums and benefits.

Final Expense

Bars show typical coverage amounts (funeral, burial, medical). Cost comparison shows Final Expense premiums vs. Term and Whole. Feature bars highlight affordability, small benefits, and simplified approval.

Protection

Charts show how disability income replaces a portion of earnings, rising long-term care costs, and critical illness lump-sum payouts. Features highlight continuity of income, funding for care, and recovery flexibility.

Disability Income Insurance

Bar shows % of income replaced vs. uncovered. Timeline chart distinguishes short vs. long-term coverage. Cost comparison shows it’s pricier than life but essential. Features stress paycheck protection if you can’t work.

Long-Term Care (LTC)

Pie chart shows allocation across nursing home, assisted living, and home care. Line graph shows rising costs over time. Bars show different benefit durations. Features stress protecting retirement savings and family support.

Critical Illness

Pie shows coverage allocation (cancer, heart attack, stroke). Bars show lump-sum payouts by condition. Cost comparison illustrates affordability. Features stress immediate cash for any expense at diagnosis.

Business Owners & Entrepreneurs

Charts map the business lifecycle (startup→exit), show risk exposure with matching protections, track valuation growth, and compare exit paths (sell, succession, ESOP, buyout) to align value, taxes, and continuity.

Advanced Family Office

The tax mix pie shows assets across taxable, deferred, and tax-free accounts. Estate tax exposure rises with wealth, stressing planning. Bars compare succession options, while features highlight savings, wealth transfer, security, and legacy.

Tax Optimization

Pie chart shows taxable, tax-deferred, and tax-free allocations. Line chart demonstrates shifting tax brackets over time. Bars show impact of strategies like S-corps and deductions. Features highlight reducing burden and boosting retirement savings.

Estate Planning

Bar chart shows progression from wills to trusts to heirs. Line chart demonstrates wealth growth over generations. Bars show estate tax exposure at different wealth levels. Features emphasize protecting heirs and reducing taxes.

Retirement & Income Planning

Pie chart shows income buckets: immediate, mid-term, and legacy. Line graph shows how withdrawal rate affects success probability. Bars show Social Security benefits by age. Features stress income diversification and longevity protection.

Business Succession & Exit Planning

Bar chart compares effectiveness of exit options. Line chart shows business valuation growth pre-exit. Stacked bars show taxes owed under different structures. Features stress maximizing value, minimizing taxes, and continuity.

Investment Oversight

Pie chart shows asset allocation across asset classes. Scatter plot shows conservative vs. aggressive risk/return levels. Line chart tracks portfolio performance. Features emphasize diversification and ongoing review.

Philanthropy & Impact Investing

Bar chart compares DAFs, foundations, and direct giving for flexibility. Line chart shows flow from contribution to impact. Pie shows allocation between traditional and impact portfolios. Features stress combining financial return with social good.

Your financial life deserves more than a one-size-fits-all approach. Whether you're planning for family, legacy, education, or impact—we’re here to help