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.
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.
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.
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.
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.
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.
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 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.
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.
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