Our Defining Standard of Care
If you have a total net worth of $3 million or more, you’ll likely benefit from strategies designed to simplify decision-making and enhance your financial outcomes. You’re likely someone who:
- Values collaboration and relationships that support your financial objectives.
- Wants a financial advisor who works seamlessly with other financial professionals, such as CPAs or estate attorneys, to create holistic strategies.
- Seeks straightforward options for navigating complex decisions and pursuing meaningful financial outcomes.
- Looks to confidently address challenges like helping to reduce tax exposure or managing the sale of high-value assets.
We Can Help in the Following Areas
Areas of special expertise beyond integrated wealth planning we previously mentioned that we often are able to address specifically are the following:
- Selling stock, real estate and business interests in a manner to assist with minimizing tax liability.
- Helping to reduce Estate Tax Liablity
- Determining the best way to continue, transfer or sell a business to family, outsiders or partners.
- Ways to give in a tax efficient manner to planned giving or charitable planning.
If any of these concerns sound familiar, let's talk
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.
Tailored for you, our planning guides offer strategies to help optimize your financial outcomes, enhance tax efficiency and preserve your legacy.
Tax Planning for the Sale of Highly Appreciated Assets
Selling highly appreciated assets can lead to significant tax burdens — but the right strategy can help reduce your taxes. This helpful guide provides a quick overview of different strategies that could help you confidently make your next big financial move.
You’ll also get:
Large IRAs: 3 Key Planning Opportunities
Managing a large IRA comes with big opportunities — but also complex decisions. Our helpful guide offers actionable strategies that can help you lower taxes, protect your wealth and create a meaningful legacy for the people and causes you care about.
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