Do You Need the Wealth Management Solution?

 
Ask Yourself These Questions:

Investment Solution Questions
With the magnitude of your wealth, your present station, and the current volatility of the market, are there any concerns leading you to reposition a portion of your present asset allocation or diversification system?

Are you still looking for that 1 or 2% greater investment return, rather than integrating your portfolio to create a greater, tax free, tax advantaged portfolio?

Are you using multiple advisors, thus having difficulty managing your asset base?

Do you have questions concerning the diversification, management, tax sensitivity, or performance of your current investment portfolio?

In case of incapacity, do you have a transition plan providing for financial management continuity needed to help protect your family and your investment portfolio?
 

Tax Management Solution Questions
Are you paying more than your fair share of capital gains taxes?

Do you have a plan for distributing your retirement income i.e. 401K, IRA’s, stock options, and annuities during your lifetime in the most tax-advantaged manner.

Are you familiar with the various tax-advantaged investments, which can be funded during your lifetime to provide tax-free or substantially tax-sheltered income? Including, the new pooled income trusts or simply the most tax-advantaged strategies for maximizing your current asset base?
 

Estate Management Solution Questions
Have you put together a death distribution plan for the most tax-advantaged way to transfer your assets to your heirs?

Do you have a successor trustee who will allow your children and your spouse to control your comprehensive plan?

Are you familiar with:

(1) the transfer tax system 
(2) how tax-advantaged accounts are funded at death
(3) the credit shelter or martial deduction trust
(4) the QTIP trust and what it can do for you
(5) the various types of tax advantaged accounts funded at death
(6) the various charitable and gift trusts, family limited partnerships and irrevocable life insurance trusts?

These are issues, which are addressed on a daily basis by Ballard Associates. Our goal is to help you maximize your assets to accomplish your goals and objectives in the most effective, and tax-advantaged manner.


You’ve taken our test; now let us work to maximize your assets. Call Ballard Associates for a confidential Wealth Management Solution Consultation: 1-860-674-1922 or e-mail us at: Normanballard@msn.com.

Need more information? Continue on to our Executive Plan and a review of our Wealth Management Services.