- Tax PlanningOur next course of action is continuous evolution and strategizing to keep your plan relevant and on track. That’s why we’ll meet for review meetings, strategy sessions and tax planning consultations to examine if your plan is continuing to meet your needs.
- Charitable GivingWhile we’re focusing on estate and family wealth planning, these strategies often include other important planning aspects such as financial planning, investment management, trusts, gifting and charitable giving strategies. Our personalized six-step process for estate and family wealth planning includes...
- Estate Taxes
- Tax ServicesWe’ll begin by reviewing your current financial situation to help us identify individualized strategies for active wealth management that will minimize your tax liability now and in the future. And because we believe in offering comprehensive solutions, we’ll provide you with proactive tax planning, tax preparation and investment advice all under one roof.
- Roth IRARoth IRAs are typically excluded because they are funded with after-tax money. However, if you inherited a Roth IRA from someone other than your spouse, you will usually be required to take RMDs. (3)
- Tax DeductionsAs a homeowner, you already know the potential costs of owning residential property. Secondary homes come with a few more expenses and decisions. This investment can generate rental income, tenant expenses, and tax deductions, all helping to offset some of the taxes.
- Income Tax
- Investment ManagementWhen we create an investment management strategy for you, we take into account whether retirement is right around the corner or farther down the road. In addition, our experienced wealth advisors take the time to understand your unique standings and future financial goals.
- Bonds
- Wealth Management* By submitting this form, you agree to receive valuable emails from Prestige Wealth Management Group. Your privacy is very important to us and we do not share any information with 3rd party sites or affiliate companies. You have the option to opt-out at any time.
- Accounting Services
- Cash Flow Analysis
- Financial PlanningEquity markets, interest rates, inflation, and the US and International markets are the hot topics of our Quarterly Newsletter. Read more and see what our professionals have to say, plus a bonus financial planning tip that may help you in planning for your retirement!
- Retirement PlanningWomen's History Month is the perfect time to reflect on the unique landscape of retirement planning for women. Women face different considerations when planning for retirement than men, so let’s look at what women should consider as they plan for retirement on the horizon.
- Long Term Care™ professionals, we can review and analyze your need for proper insurance coverage* in primary areas of risk including life, property, casualty, disability income and long-term care. We’ll then provide protection recommendations and insurance solutions to help mitigate, and potentially eliminate, your financial risk exposures.
- Asset ManagementAsset allocation: Developing investment strategies designed to help control the risk within the portfolio and structure it appropriately to assist you in achieving your goals and objectives
- Gifting Strategies
- College FundingWhen helping you make important decisions about your retirement, we’ll strive to coordinate these choices with your estate planning, education planning, charitable giving and other important financial goals.
- Asset Protection