WEALTH MANAGEMENT SERVICES
1. Investment Planning
Allen Financial Advisor, LLC will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to protect your wealth and reach your goals.
2. Tax Planning
Jeannine leverages her knowledge as a Tax Professional and as a Financial Advisor to ensure your wealth management plan is operating in the most tax-optimized manner possible. This includes making sure that you don’t pay a penny more than the law requires, and looking for ways to reduce current and future tax burdens.
3. Asset Protection
Asset and income protection includes strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be understated considering they affect other aspects of your planning process including investment planning and insurance planning.
4. Retirement Planning
Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Jeannine will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.
5. Business & Succession Planning
Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Allen Financial Advisor, LLC offers comprehensive support for complex business planning including business formation, multi-entity, and succession planning.
6. Estate & Gift Planning
Jeannine understands that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in life. With her deep understanding of your total financial situation, she will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together, she will enable you to leave behind the legacy you desire.
7. Insurance Planning
Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for the possibility of this fact, when was the last time you reviewed your plan and does it take any recent life events into account? As life changes, so does your insurance needs and the strategies needed to protect your lifestyle and your family who are dependent on your income.
8. Education Planning
Considering that education costs increase yearly, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.
9. Special Situations
Special situations are any type of event that forces dramatic and sweeping changes. These can include marriage, divorce, birth, death or a large inheritance. These events can affect your estate plans and investment strategies. Allen Financial Advisor, LLC will guide you through these situations to make sure you are prepared.
10. Charitable Giving
Jeannine understands that fulfilling your philanthropic passions can be one of the most emotional and impactful parts of a plan. With her deep understanding of your total financial situation, she will work to maximize the financial opportunities you provide to chosen beneficiaries and the charitable organizations important to you.
Method 10® is property of Avantax Wealth Management℠ All rights reserved 2020.