At Tailored Wealth Solutions, we educate owners of small and mid-size privately held businesses, Medical professionals and Individuals so that they can take charge of their financial lives. We teach our clients principles of wealth management and show them how to direct their money in pursuit of lifetime financial freedom. We help them create financial plans* that work uniquely for them, and act as the quarterback of their long-range financial strategies. Some of our key services include:
Wealth Management and Retirement Planning
TWS designs and implements a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, as well as access to third party wealth management programs. We offer a consistent process to ensure management of investment assets according to client risk tolerances and return goals, monitoring on a continual basis, and the evolution of portfolios in conjunction with changing client objectives.
Business Succession and Exit Planning
A lifetime of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. TWS can offer innovative strategies for the continuation of the business that address the needs of each family member.
Check out our life plan for your business page.
Wealth & Asset Protection
TWS can also offer strategies to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.
Executive Benefits
Most successful businesses employ talented executives whose contributions to the bottom line are critical. It is essential to attract and retain high-caliber people. TWS can suggest a variety of benefit packages that effectively retain key employees as well as attract new ones.
Estate and Legacy Planning
A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. TWS works with clients and their professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, we develop and suggest strategies that will meet planning goals in coordination with personal philosophies and family needs. Additionally, we can help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.
