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
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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
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