Wealth Management

13 Critical Wealth Management Issues

We work comprehensively with our clients and their wealth management plans in a collaborative way. We do this by utilizing a discipline approach that list 13 Wealth Management Issues that our research shows are critical for our clients to address:

1. Investment Planning
2. Retirement Planning
3. Social Security Optimization Analysis
4. Insurance Planning & Risk Management
5. Net Unrealized Appreciation Analysis
6. Titling & Beneficiary Designations
7. Durable POA & Medical Directives
8. Executor/ Trustee Appointments
9. Gifting to Children/ Descendants & Education Planning
10. Medicare Planning
11. Distribution of Estate
12. Tax Strategies
13. Business Succession Planning

Retirement and Longevity Planning, Social Security Optimization Strategies, Pension Maximization Analysis and Solutions.

 We address these issues by using the vast resources provided by our Broker-Dealer, First Allied Securities, which allows me to provide this high level of  personal service. These resources include, College, Retirement, and Longevity Planning, as well as, Insurance Strategies, Tax Planning, and Asset Management.

We deliver this to you locally in a highly personalized and way.