Consulting Processes

bucksmith
G. T. “Buck” Smith

“Transformational” Processes for Financial Resource Development:   Proven strategies you can use, and as one example: [1] That of G. T. “Buck” Smith, (Right) or Major Donor “Interventions” and what he describes as “Moves” in the strategic stages of a “Cultivation Cycle.”

Buck Smith, with students at Davis and Elkins College, (WV),  where  he was President and now (since 2016) President Emeritus.  The Journal of Philanthropy regards Smith as the . . .  “best fundraising  College President on the planet” . . . and The Chronicle of Higher Education identified him as . . .  “the turnaround artist of higher education.”

Today, the best strategy for achieving major donor success involves leading with personal Financial Planning and Trust Formation.  Associates of our firm, (1) The Horizon Planning Group (Certified Financial Planners,™ and  Certified Asset Managers™), along with (2)  Specialist, Estate Tax Attorney William Slater Vincent (Listed as one of the top Estate Attorneys in the Atlanta Area), who are consulted  at each step in the Financial Planning and Trust Formation of all plans.

The Horizon Planning Group, with Gary Holcombe,CFP ™, Founder and Principal of the Horizon Planning Group, Woodstock, GA. For more information click here for their web page:

And for more information or appointments, with Gary, William or Michael Harper (Our “Full Stack” Web Page Development Person), contact  us at rogersizemore@gmail.com

 

Gary Holcombe, CFP™

 

 

Tax and Estate Attorney
William Slater Vincent,  Esq., JD, MBA, AB