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8 Wealth Management Issues

Whether your wealth is valued at $10,000 or $10,000,000, it is important that you are taking steps to actively address the issues that managing wealth presents. We have found that there are 8 Wealth Management Issues® that are most important to our clients and their families. Each of these issues is interrelated and, in fact, acts like a balancing scale. If you make an adjustment to one issue, it affects the others. That is why it is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Without the knowledge of all the 8 Wealth Management Issues, you may find your finances out of balance.

I invite you to watch to the 9 short videos below that introduce this concept and goes through each issue. As you listen, consider what is most relevant to you and make an appointment with me to discuss. We will work closely together identify and discuss the wealth management issues you are currently facing. As your Advisor, I will help you identify the issues you have already adequately covered and those issues that need more attention and are most important to you. I will also work with you to create an action plan that addresses these issues as you see fit. And, because life is always evolving, we will meet periodically to discuss your situation and monitor your position within each of the 8 Wealth Management Issues.