Preserving What Matters
Building and managing a thriving business takes time, effort, and expertise. Successfully accumulating wealth and increasing your net worth takes the same dedication. No doubt you’re balancing short-term decisions with long-range planning. Our wealth advisory services help you organize what you already have, navigate additional choices that best fit your financial goals, and implement a holistic plan so you preserve and build upon what matters most to you.
Creating a Holistic Picture
The first step on your wealth advisory path is “financial organization.” By creating a Net Worth statement or Personal Financial statement, you will have a complete picture of what you have. Then our discussion can move forward to specific goal achievement such as preservation, charitable giving, tax minimization, lifetime gifting to heirs or other goals.
Identifying What’s Important
68% of the world’s wealthiest people are “self-made.” Whether you’ve created opportunities from advancing technology, investing in real estate, or serving businesses or consumers, most likely you’re driven to succeed.
Now that you have an organized and complete view of your financial life, we’ll discuss your goals and their priority. What do you want as your legacy to future generations? What kind of lifestyle do you aspire to? When do you want to retire? These are just some of the questions we’ll explore in the next wealth advisory step.
Understanding what matters most to you — both personally and professionally — will help us create an implementation plan that moves you toward your most desired outcomes. When necessary, we’ll work with other professionals — such as estate and insurance planning — to successfully implement your financial plan.
There are a multitude of strategies to accumulate wealth. Your customized advisory plan may include:
- Tax planning and tax-efficient wealth distribution
- Financial asset review for risk and growth potential
- Business profitability and growth projections
- Personal and business retirement options
- Business succession planning
- Estate, charitable & lifetime gift planning
Protecting and preserving your wealth requires a comprehensive review of both your personal and business assets. There several strategies to prevent unnecessary losses and risks, including:
- Tax minimization, tax planning and projections
- Estate plan strategies and financial outcomes
- Asset protection, liability, long-term care, and insurance coverage
- Business structuring & financial implications
- Emergency funds & scenario planning
- Debt structure
On Call Advisory Services
Are your wealth accumulation strategies diversified? Are your retirement funds on track to support your desired lifestyle? What are the best financial vehicles to accumulate wealth for the long term? These are just some of the questions we can answer for you. Benefit from our 30+ years of experience to get the answers to what you need exactly when you need them.