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Tax diversification*

Over the years our team has developed tax friendly strategies for high net worth clients and business owners. These plans include leveraging liquid assets to help create a potentially tax free legacy. Many high net worth individuals and business owners focus on pre-tax strategies for deductions. Through the implementation of our strategies we can help to diversify your assets by creating a plan that will incorporate both tax deferred and tax free accounts. Federal income tax may apply. Please consult your tax advisor regarding your individual situation.

Asset protection

Many individuals and families are so focused on rate of return that they often overlook the protection of those they love.  Retirement accounts provide us with future funds for cost of living, health issues, life’s emergencies, lifestyle maintenance and your bucket list. However, we have to make it there first. Trawick Financial has the ability to delve in to multiple layers of protecting your assets to ensure the protection of your family. These layers of protection include personalized life insurance plans, personalized long term care plans and we can even help you put insurance on your investment and retirement accounts! Many of our clients leverage multiple layers of these asset protection plans. We can assess your personal situation and help you to determine if you need 1, 2 or multiple layers of protection as well as why you need those layers of protection. Let us help you assess your protection plan.

investments

Having a hard time choosing the right stocks, bonds, etf, REIT or mutual fund? Should you purchase an annuity? Are you invested too aggressive or too conservative? Are you looking to protect your investment while providing additional income? Or, are you a tactical investor looking to take advantage of market opportunities? Regardless of one’s investment nature, we provide options to help investors feel comfortable about their decisions. As independent advisors we have the ability to purchase most investments available in the investment universe. Contact us today for a free consultation and let us help you optimize your portfolio(s).

Wealth transfer strategies*

Ever wondered where your assets will go at your passing? Some people have, but many people haven’t. This is an under rated and often overlooked task in a financial plan. Depending on your situation, there are many factors involved in transferring your wealth to the next generation. Having a plan developed for your loved ones at your passing can save a lot of time, energy and relationships. Do you need a will? Do you need a trust? Do your loved ones need to probate the courts in order to gain access to your retirement, investment and banking accounts? Do I include my family in my Wealth Transfer planning process? Is it just easier to put my family members on my accounts as joint owners? These are all great questions that can have serious implications to your plan. It is always a good rule of thumb for clients to ask questions and get guidance prior to making a major financial decision. At Trawick Financial, we incorporate the transfer of your wealth at your passing in to your plan. Our knowledge and past experience helping clients pass wealth on to the next generation gives us the cutting edge needed to help you develop your plan in an efficient manner. We will answer your questions and help point out the pros, cons and potential pitfalls on various scenarios.