Wealth Management

Estate and gift transfer taxes may be the largest single tax expense your family will ever face. With transfer taxes running as high as 55%, you could lose more than half of what you’ve saved in your lifetime. It is never too early to plan for your retirement and your family’s future. We know the opportunities available to you – at all stages of your life.

Wealth Management Services

Freed Maxick can help with your lifelong wealth management plan by:

• Minimizing estate and gift taxes
• Determining a beneficial business valuation
• Management of lifelong cash flow
• Proactive retirement planning
• Selection of the right pension plan
• Optimizing charitable gifting
• Development and implementation of business succession strategies
• Effective use of family disclaimers after death
• Choosing the proper trusts
• Maximizing asset allocation strategies
• Development of individualized asset portfolios
• Designating a suitable beneficiary
• Tax-wise transfer of wealth to younger generations

Let us help you manage your resources now, while you are in a position to effectively control them, so you can enjoy your retirement and provide reassurance to your heirs.