Your Customized Wealth Management Plan

 

We will work with your attorney, CPA and other advisors to develop and implement a unique, comprehensive wealth management plan for you and your family.

Your customized plan may include:

Assessing Your Financial Position.

Working with an incomplete picture promotes mistakes. To develop an objective, customized solution for you, we will first assess your estate. We will examine current income and expenses, and how you are managing debt and protecting your assets.

Protecting Existing Assets.

It is important to protect the financial position of your family in the event of sudden death or disability. We can recommend strategies that make certain your insurance coverage will preserve capital when taxes and outstanding debts are due.

Managing Acquired Wealth.

If you are dealing with a sudden windfall of significant wealth take the time to plan before committing yourself to a course of action. If you are exercising stock options, selling a closely held business, or managing the proceeds from an inheritance or retirement plan distribution, contact us. Our advisors will provide objective advice on options that are available to you.

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

Tax Reduction Strategies.

Taxes can drain a significant amount of your wealth if not handled properly. We work to minimize income tax obligations, develop long-term tax reduction strategies, and minimize future income tax liabilities.

Educating Your Children.

There are various methods to fund a child’s or grandchild’s college education. But the best way varies according to each person’s financial situation. We can help you determine which method is best for you and your family.

Distributing Your Wealth.

Trust and estate planning, including charitable giving strategies and controlled wealth distribution, are critical for individuals of significant wealth. We can help you transfer your wealth tax efficiently and most effectively for your beneficiaries.

 

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