Skip to main content

"Our services provide solutions to your problems"

 (937) 492-3161 Contact
  •  
  •  
  • Check us out on BrokerCheck

Offices

  • Home
  • Who We Are
    • Our History
    • Our Beliefs
    • Our Team
  • Who We Serve
  • What We Do 
    • Tax & Accounting Services
    • Consulting Services
    • Wealth Management Services
    • R & D Tax Credits
  • Client Logins 
    • Tax & Accounting Clients
    • Wealth Management Clients
  • Careers
    • Careers and Benefits
  • Resources
    • Avantax
    • Tax Center
    • Farm Industry Issues
    • Useful Links
  • News
    • Newsletters
    • Blog
  • Pay Here
  • Contact Us

    You are here

  1. Home
  2. What We Do
  3. Wealth Management Services

Wealth Management Services

The firm’s knowledge and expertise as CPAs and financial advisors provides a resource of skills that can help ensure all pieces of your wealth management plan work together in a tax-optimized manner. Method 10® is a framework for the 10 key wealth management issues that McCrate, DeLaet Financial Advisors, LLC will address in order to help you implement comprehensive financial solutions into your personalized plan.

Tax Planning

By leveraging tax and financial advisory experience, McCrate, DeLaet Financial Advisors will help ensure your wealth management plan is operating in a tax-optimized manner. This includes looking for ways to reduce current and future tax burdens.

 

Retirement Planning

Whatever your vision of retirement is, ongoing planning and goal setting are necessary for your retirement to live up to your expectations. McCrate, DeLaet Financial Advisors 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.

 

Investment Planning

Many people find the investment planning process to be intimidating and will often not review investment strategy as often as their lives change. McCrate, DeLaet Financial Advisors will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

 

Education

Considering that education costs increase significantly each year, your children’s educations— as well as your lifestyle— depend on the wealth you build up now. It is important to regularly review your specific goals and actively plan for education costs.

 

Insurance

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. When was the last time you reviewed your plan, and does it take into account recent life events? As life changes, so do your insurance needs and the necessary strategies to protect your lifestyle and your dependents.

 

Income Protection

Asset and income protection include strategies to shield assets from illness, taxation and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

 

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to their businesses when they retire. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, McCrate, DeLaet Financial Advisors offers comprehensive support for complex business planning needs.

 

Estate Planning

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. McCrate, DeLaet Financial Advisors will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

 

Special Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. McCrate, DeLaet Financial Advisors will guide you through these situations to make sure you are prepared.

 

Method 10(TM) is property of 1st Global Capital Corp. 2016. All rights reserved

Book a Meeting

Tell a Friend

Looking to stay informed?

Subscribe to our newsletter today

Subscribe Here

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   100 South Main Avenue, Suite 203, Sidney, Ohio 45365
  •   (937) 492-3161
  • Contact

Contact us

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM .  We currently have individuals licensed to offer securities in the states of Ohio, Indiana, Florida, and Pennsylvania. This is not an offer to sell securities in any other state or jurisdiction.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

© 2021 McCrate, Delaet & Company . All rights reserved.

Website Design For Financial Services Professionals