We recently took a few moments to learn a bit more about Wealth Advisor Annie Brinckman, CFP®, RICP®, BFA™ and found out what changed her career goals all the way back in third grade, her “hidden talent”, and what she would NEED to have on a deserted island. Read on for more!
“As a kid I dreamed of being an architect. That dream left me around 3rd grade when I realized it was too difficult to spell! In college, I fell in love with financial planning and find a lot of similarities in planning/designing a retirement income plan as I do designing a home. Both are wonderful opportunities for blending creativity and engineering.”
“As a woman of many “odd hobbies,” this is a difficult one. I have solved a rubiks cube in under a minute – I’d say that’s a hidden talent of mine. In high school, it was the only toy the teacher’s would let me fiddle with in class without taking it away! Although my hand’s don’t move quite as fast as they once have, I can consistently solve them in a few minutes now.”
“I suspect “food, water, and shelter” are not allowed here. Three items I rarely travel without are my kindle loaded with books, a whittling knife to pass the time, and my hiking buddy Scout (my chocolate lab). I assume my husband Jeff is also on the island – he doesn’t leave Scout either!”
Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.
At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.
Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.
Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.
If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.