Over my years of assisting clients with their tax and financial issues, I’ve found that there are really 8 Wealth Management Issuesthat touch everyone’s life and family.
At any one time, at least one of these issues, and probably more, will take precedence, whether your wealth is $10,000 or $10 million. Their importance ranking in your life also tends to change over time. Also, these issues are all interrelated.
That is why it is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate, tax wise advice and recommendations.
Our processes and knowledge of these Wealth Management Issues in your life, the overriding tax effects, and the interrelationship between them, can place you in your optimal financial situation.
The 8 Wealth Management Issues Include:
- Investment Management Issues
- Cash Flow and Debt Management Issues
- Family Risk Management Issues
- Retirement Planning Issues
- Education Planning Issues
- Legacy Planning Issues
- Business Planning Issues
- Special Situations Planning Issues
As you review the above list, you may have seen some issues that you are concerned about but are not sure about how to proceed.
I would be more than happy to schedule a meeting with you to review your concerns and discuss a plan to meet these challenges.
I look forward to hearing from you soon.