Category: Financial Planning

4 Ways to Plan for a Liquidity Event

Financial Planning  |   November 13, 2018  |  
Russ Norwood

Most successful business owners like you reach a critical juncture where you need to plan for the transitioning of your wealth from your business to a personal investment strategy to ensure its continued growth and preservation. Selling your business is the culmination of years of hard work and sacrifice. It should not be met with […]

Conversations Clients Want The Most, Part 2 – Estate Planning

Financial Planning  |   September 25, 2018  |  
Ryan Halls

Situation: Estate Planning in the New Tax Environment One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs […]

Why Do You Need A Customized Wealth Plan?

Financial Planning  |   June 15, 2018  |  
Ryan Halls

Each person’s financial situation is different, with a unique set of existing holdings, tax constraints, long- and short-term goals, and personal preferences. In fact, your family dynamics and communication can have a much larger impact on your multi-generational financial health than any investment-related factor. Adding to the issue, financial institutions often mistake your identity as […]