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Comprehensive Wealth Management


We Strive to Help Clients:

1. Create & Grow Wealth

  • Through appropriate investments
  • Adequate Life Insurance
  • Minimize Income Tax

2. Protect & Preserve Wealth

  • Analysis of Overall Investment Portfolio

    • Asset Allocation Management
    • Diversification Management
  • Analysis of Overall Insurance Plan

    • Life, Disability, Long-Term Care and Liability
    • Adequacy
    • Appropriateness
    • Cost Effectiveness
  • Tax Sensitivity Management

3. Plan the Distribution of Wealth During Life

  • Qualified Retirement Plan / IRA

    • Investment Issues
    • Distribution at Death
  • Corporate Executive Stock Options

    • Investment Concentration Issues
    • Funding of Exercise Plan
    • Taxation Issues
    • Transferability
  • Business Succession Planning

  • Durable Power of Attorney / Successor Trustee Issues

  • Gifting to Children

    • Tax Efficiency
    • Control
  • Charitable Gifting

    • Tax Efficiency
    • Control

4. Plan the Distribution of Wealth at Death

  • Titling of Assets

  • Distribution of Wealth to Spouse, Descendants and Others

    • Tax Efficiency
    • Control: Who Will Manage Assets
  • Charitable Inclinations at Death

    • Tax Efficiency
    • Control: Who Will Manage Assets