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