Transferring an Estate can be a complicated and overwhelming task for heirs that are unprepared for the task. It is usually prudent to educate and train heirs on their duties and responsibilities so these matters can proceed as planned.
- Estate Planning
- Financial Planning
- Investment Planning
- Level 1
- Level 2
- Level 3
- Level 4
- Level 5
- Level 6
- Level 7
- Level 8
- Risk Management
Clients usually want to be able to pass on their wealth that they have not used in Retirement to their heirs in a fair and orderly fashion. This takes careful planning and preparation so that the process proceeds as the client has desired.
Professional level portfolios are developed with respect to personal risk tolerance, income needs, and diversification across several types of investments in order to minimize desired volatility.
The biggest expense later in Retirement is the cost of Long-Term Care. This expense needs to recognized and properly funded to ensure a secure and comfortable care later in life.
"It's not how much you make, it's how much you get to keep." Paying less in taxes may put more money in your pocket to use to fund your financial goals.
Adequate and Secure Cash Flow is the key to a successful Financial Plan. It is the primary issue for consideration.