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As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. While some investors have strategies in place to grow their assets and manage risk within their portfolios, many do not have an efficient plan for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate.
Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the guidance of a professional who knows and understands your long-term financial goals. This is where Waypoint Financial and our Wealth Management Process can help guide the way!
Wealth Management refers to the coordination of various strategies that encompass all phases of your financial life, from the accumulation of assets, to risk management, to tax strategies, to retirement and estate planning. The easiest way to conceptualize wealth management is to think of it as the logical transitions of your financial life:
Wealth Management Planning seeks answers to those tough economic questions and helps guide the decisions that come with modern living. Waypoint Financial’s Wealth Management program divides these issues into seven modules—each focusing on a different area of your financial life:
While not all of these modules will apply to your situation, we believe that identifying and addressing those that are pertinent will help you to better manage your financial future.
Create a comprehensive plan
The process starts by examining the wealth strategies universe and its components. By exploring each wealth management topic in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.