A Holistic Wealth Management Approach
Wealth often comes from multiple sources and serves even more purposes in your life, which means you need someone who can organize it all in a cohesive manner. Maybe you’re looking for a retirement income plan to shift your objectives from accumulation to preservation and distribution. Or perhaps you want something more specific such as selling off real estate or a business, creating trusts, charitable giving, or enhancing life insurance policies, or a combination of those.
No matter what, we have you covered with a comprehensive and strategic approach using The Bucket Plan® that incorporates the five pillars of holistic wealth management.
Tax Management for High-Net-Worth Retirees
One of the biggest worries of high- and ultra-high-net-worth individuals is the tax reality. There's a good chance taxes will be your largest lifetime expense, but proper planning is the best way to lower that chance.
Consider these are just some of the taxes you face, many of which are higher the more affluent you are:
- Federal income tax rates
- State income taxes
- Medicare surtax
- Alternative Minimum Tax (AMT)
- Capital gains taxes
- Estate taxes
Our team of Certified Financial Planner™ (CFP®) Professionals, Certified Public Accountants (CPAs), Enrolled Agents (EAs), and investment advisors will analyze your assets and income streams and educate you on personalized tax strategies to help keep more of what has taken you a lifetime to accumulate. By leveraging our team’s expertise in taxation as part of a holistic plan, we will ensure you have a proactive tax management strategy in place.