At The Comprehensive Wealth Management Group, we provide assistance in the following areas:

STRATEGIES WITH THE GOAL OF:

Helping to Create and Grow Wealth

Working with Clients on:

• Investments
• Adequacy of Life Insurance
• Income Tax – Minimization from Investments

Helping toProtect and Preserve Wealth

Working with Clients on:

• Overall Investment Management Plan with Emphasis on Risk
• Management
  -  Asset Allocation Management
  -  Diversification Management
  -  Tax Sensitivity Management
• Monitoring Performance
• Overall Insurance Plan (Life, Disability, Long-Term Care and Liability)
  -  Adequacy
  -  Cost Effectiveness
• Overall Tax Planning Strategies

Plan the Distribution of Wealth During Life In the A Tax-Advantageous Way

Working with Clients on:

• Qualified Retirement Plan or IRA Distribution Plan
  -  When
  -  How Much
  -  Designated Beneficiary
• Corporate Executive Stock Options
  -  Diversification
  -  Exercise Plan
• Business Succession Plan
• Transition Plan of Investment Portfolio to Provide Continuity in Case of Incapacity
• Gifting to Children / Descendents for Education or Other Reasons
  -  Tax Efficiency
  -  Control
• Charitable Gifting – History and Plans
  -  Tax Efficiency
  -  Control

Plan the Distribution of Wealth at Death in a Tax-Advantageous Way

Working with Clients on:

• Titling of Assets
• Transition Plan for Investment Portfolio To Provide Continuity at Death
• Distribution of Wealth to Spouse, Descendents and Others
  -  Tax Efficiency
  -  Control
• Charitable Gifting Inclinations
  -  Tax Efficiency
  -  Control