Wealth Accumulation

As a form of investment planning, our office will look through our different investment products to find the method to best optimize your wealth. Through the use of annuities, mutual fund accounts, fee-based investment advisory, retirement and non-retirement accounts, we will set up your assets to optimize your needs and goals for accumulating wealth for your use or for the transfer to your heirs and/or charitable organizations at your death. This should be viewed as a marathon race with a longer time frame in mind. We want to make sure that while it is accumulated, it is used by you or the correct beneficiary at your death. It’s not optimal to accumulate wealth only to let the assets be divided through probate.