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Putting your Wealth Management plan on auto-pilot is the best way to ensure that you achieve the goals set for yourself and your family. To accomplish this objective, we offer a program that eliminates the worry and stress that comes with large bills and savings obligations not included in your family's regular monthly budget.
No longer will you have to worry about a hefty insurance premium, tax payment, 401(k) profit sharing or tax credit order that seems to arrive at the most inconvenient time — our household budgeting program converts all such large payments into easily managed monthly or quarterly installments. You have your own escrow account and receive all interest earned by the account over the year. This account belongs to you and can also be tapped for emergency needs if required.
Your HCO Private Wealth Manager can prepare an escrow analysis to show you how much you need to fund on a monthly or quarterly basis to cover all of your major obligations. Some of the bills we can put on autopilot include:
- Quarterly tax estimates
- Tuition payments
- Insurance Premiums
- Real estate taxes
- Tax credit purchases
For more information on how to automate your finances, please contact us today.