Broker Check

13 Wealth Management Issues

The plan we work with you to create includes much more than retirement income planning. It addresses 13 principles that we consider essential to a robust wealth management strategy.

// Creating an investment strategy

// Reviewing insurance needs

// Managing liabilities

// Establishing a qualified retirement plan and/or IRA distribution

// Exercising stock options, if applicable

// Having a business succession plan in place

// Setting up a durable power of attorney

// Determining what you’d like to gift to children, descendants or others during your lifetime

// Managing charitable giving during your lifetime

// Ensuring that assets are correctly titled

// Selecting your executor/trustee

// Drawing up a plan for distribution of your assets to your spouse or descendants upon your death

// Identifying charitable giving to take place upon your death