financial & estate planning strategies |
TO PROTECT A LIFETIME OF WORK
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FINANCIAL PLANNING:
Together we work to provide financial planning services to both individuals and corporations through Equitable Advisors, LLC. Fee-based Financial Planning services include a comprehensive assessment of one’s goals and current strategy. Our professional’s approach to Financial Planning starts with a process of helping our clients establish their financial goals. We then identify strategies that are designed to help them meet those goals. Finally, when the financial planning process is completed we are able to implement the selected strategies and periodically monitor our client’s progress toward their stated objectives. Our financial planning process follows these five established steps.
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ESTATE PLANNING STRATEGIES:
Business owners, successful entrepreneurs and professionals who have accumulated significant assets may face a complex estate-planning situation. To develop an effective transfer plan: First, goals and objectives must be clearly defined and incorporated into a plan created to help achieve those goals. Second, these goals and objectives must be carefully woven together with the numerous lifetime and business goals of our clients. The Mapstone | Veritas Financial Group realizes that as our clients grow older their assets must be arranged to conserve their value. Although minimizing estate taxes is usually the primary objective, we also examine early inheritance, spousal support and charitable and community goals. We often create a comprehensive transfer plan that involves lifetime goals, life estates, trusts, gift and generation skipping transfer tax strategies and other mechanisms for creating tax leverage. |
