Wealth Accumulating Clients
Services Catered to Clients in Wealth Accumulation Phase
- Manage investments in accordance with the client’s cash flow, volatility and total return objectives;
- Budget for large purchases such as a home or vehicle and determine appropriate financing for the same;
- Analyze financing options with respect to the college education of our client’s children;
- Income tax planning to maximize available deductions and credits;
- Work with legal professionals to create or update estate plans;
- Collaborate with legal, real estate, and accounting professionals with respect to business successions and farm transactions;
- Review insurance protection with respect to health care, long-term health care, life, property and casualty, and liability; and
- Conduct financial estate planning review, including planning for IRA and retirement fund distributions.