If you have $3 million or more in net worth, you’re likely:
Looking to help reduce your tax exposure — income taxes, capital gains taxes, net investment income tax or estate taxes.
Thinking about the sale of real estate, business interests or concentrated and/or highly appreciated stock holdings.
Wanting to integrate several retirement planning strategies — including financial, legacy, and tax efficiency.
Looking for help identifying and simplifying your financial decisions from varying options and approaches.
Ready to coordinate with professionals who value relationships and can help you work towards your financial goals.
If any of these concerns sounds familiar,
Let's Talk
Great conversations start with great questions - we'll explore your concerns, goals, and dreams so we can help you discover your road to financial confidence.
A Team Approach
Our team, along with other subject matter professionals work together to help coordinate your financial, tax, and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor, or others.
We can help in the following areas:
A financial strategy for the sale of highly appreciated assets (businesses, real estate, stocks, etc.)
Business succession planning
Advanced legacy strategies
Planned and charitable giving strategies
You've worked hard for your wealth - let's design a plan so that it can work hard for you.
Understanding Your Estate Tax Options
In this 8-page guide, we introduce three methods for helping to manage the amount of your estate that is subject to estate taxes. These strategies can potentially achieve tax savings on the future appreciation of your estate assets.
You'll learn more about:
The two categories of gifts to consider
Strategies for potential loan transactions
The tax implications of various sale scenarios
Take the First Step Today
You've worked a lifetime to build your net worth. Now, it's time to enjoy retirement on your terms. Schedule a visit today to learn how we can help you work towards a confident retirement life.