Wealth Management

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We offer the following Wealth Management Programs:

1. Personalized financial strategies for successful preparation for retirement

2. Personalized financial strategies for successful preparation for children’s college education

3. Personalized evaluation and strategies for clients who have recently lost their mate

4. Personalized evaluation of clients’ investment portfolios, insurance, wills, trusts

5. Personalized strategies in how to successfully make large donations to churches and charities and retain income tax deductions under the new IRS tax laws of 2018

6. Personalized cautious strategies of how to give children, regardless of age, assets in advance of the donor’s death

7. Personalized strategies in how to protect assets from threat of judicial judgements

8. Strategies for use in the business-side of churches and non-profits