You’ve worked hard to maintain financial security in your lifetime so you must have a plan for building wealth today – and preserving it in the future.
Your Financial Advisor can help you develop a comprehensive estate plan that can help you seek to grow and protect your assets today, provide for the transfer of your assets upon your death, and minimize taxes. Ask your Financial Advisor about additional estate planning and wealth management services.
As your qualified financial partner, we will:
- Analyze your current financial picture, including growth goals and risk tolerance
- Work with you to identify your intentions and preferences regarding wealth transfer
- Create a customized estate-planning strategy that meets your needs and goals
And, we can effectively consult with other professionals such as your attorney or tax advisor, when needed, to ensure continuity.
Our planning will focus on four key areas to help preserve and protect what you’ve earned:
- Wealth accumulation
- Charitable gifting
- Tax-advantaged life insurance
- Wealth transfer
1 Commerce Financial Advisors, does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situations.