You spend most of your life building and acquiring assets in order to provide for yourself and your family. In today’s uncertain economic times, personal risk management has become a vital component of a cohesive wealth management strategy.
Our professionals provide assistance in all stages and aspects of wealth. Whether you’re in the first years of accumulating wealth, when hard work begins to deliver financial rewards, or you’re ready to retire, pass wealth to succeeding generations or simply enjoy your prosperity, we have practical solutions to meet each need or opportunity.
Our advanced insurance planning specialist will become an important member of your planning team. You will receive unbiased advice and customized strategies that provide solutions that complement your wealth management strategy. We assess your current situation, your goal based financial plan, and identify vehicles to address issues related to wealth transfer planning, gifting, tax planning, business protection and continuation planning. Together, your entire Associated team develops solutions that create a sound, effective and comprehensive strategy to suit your unique needs and goals.
The 2017 tax overhaul bill received a lot of attention for its changes to the tax treatment of real estate and other asset classes. The bill’s “Investing in Opportunity Act” didn’t receive nearly as much attention at the time, but investors are starting to warm to the possibilities of tax-advantaged, socially impactful real estate investments through the Opportunity Zone program.
Send a Message
Find a Location