At Wealth Management Consultants we provide the following services:
- Full establishment of your Design For Wealth™
- Individualized consults with your personal Wealth Management Consultant
- A qualified attorney consultant specializing in tax, estate planning and wealth management who will formulate your Design For Wealth™ and assist you in all phases of its implementation
As part of your Design For Wealth™ we focus on the following key components so that you will achieve your financial goals:
Tax Planning and Strategizing:
We undertake an immediate review of your tax posture, evaluate your personal and business structure, make an initial assessment as to whether your taxes reflect advocacy for you or mere preparation, and whether you are maximizing the tax benefits you are legally entitled to implement. We then present a plan that will enable you to increase your liquidity and begin your Design For Wealth™.
Asset Protection:
Perhaps the most important service we provide, our asset protection strategies include both your personal and business assets. We will develop a plan utilizing a combination of appropriate entity structuring, insurance, and trusts that will not only maximize your protection, but serve as a deterrent to any potential legal actions.
Investment Planning/Strategizing:
We do not offer specific investment advice or serve as financial planners. However, we evaluate the legality of investments and review prospectuses. This service is highly valued by our clients, especially in the area of healthcare. Our expertise in the complexities of health law allow our us to work with you and potential partners to ensure any venture you undertake will not only be legally compliant, but will withstand any legal action, leaving your Design For Wealth™ in place, and your assets protected.
Estate Planning:
We are Certified Estate Advisors and offer comprehensive Estate Planning Services. We provide the most current and compliant Trusts, Wills, and Advanced Directives. We transform your intent, values and individual objectives into your estate plan.
Retirement Planning:
We contract with an FDIC insured retirement account custodian to provide you a qualified self-directed retirement plan. You determine what assets are purchased within the plan, and you maintain 100% investment and checkbook control.
Retirement Planning:
Our company contracts with an FDIC insured retirement account custodian to provide you a qualified self-directed retirement plan. You determine what assets are purchased within the plan, and you maintain 100% investment and checkbook control.