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Preserving Your Wealth

Most people spend the majority of their adult life striving to accumulate wealth so that they can have a more comfortable, worry-free life - both during their working years and in their retirement. Now that they’ve accumulated (or are in the process of accumulating) this wealth, they are not always as knowledgeable or experienced at managing that wealth as they know they should be.

A person’s (or a family’s) wealth is, at least in part, generally made up of investable assets (stocks, bonds, mutual funds, etc.). Properly investing and managing those investable assets is a vitally important part of the overall wealth management process. It is not, however, the only part.

In order for wealth to be preserved and passed along to the next generation, additional planning may be required. Techniques and strategies may need to be employed so that a family’s wealth can be passed on to the next generation. Some of the things that are included in the wealth management process are estate planning, tax planning, retirement planning, life insurance, and long term care insurance.

We do not practice law and we are not tax experts, but we can help identify issues and put together a team of other independent professionals like attorneys and CPAs so that our clients have a team of trusted advisors, independent and highly qualified in their respective disciplines.

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