By Adrian Spitters and Win Wachsmann. Blah! Blah! Blah!
Is that how you sometimes feel when you hear Investment Advisors, Financial Planners, Insurance Brokers, Realtors, Accountants, Lawyers, Estate Planners, and Bankers talking about managing your money?
Words and noise that often don’t make a lot of sense.
And on top of it, do you sometimes suspect that all they want to do is get THEIR hands on all YOUR money?
You’re not alone!
It is true that they offer financial advice. They may even represent large, stable and successful bank or investment houses.
It is true that they may even be experts in THEIR field.
However, very few of them will understand YOUR complete financial position.
Or the many competing and complex issues you face in your business or with your family’s finances.
The result: Piecemeal advice. Conflicting advice. Overlapping advice.
Will that type of advice give you comfort? In their skills? Their abilities to help you?
Will you feel comfortable that they have examined every aspect of your finances?
And what about the tax implications of ALL your investments?
So where can you go to get great advice that covers all aspects of your financial situation?
They’re called Wealth Advisors.
Financial gurus who have a bunch of experts in their hip pocket that they can call on to cover all the bases and eventualities you may encounter.
These experts, working with your Wealth Advisor, will help you avoid possible missed opportunities, unnecessary expense, unforeseen tax liabilities and duplication of obligations.
They’ll cover the details of your personal finances as well as those of your company(ies).
A good Integrated Wealth Plan will:
- Allow YOU to control your assets and your planning
- Protect your assets and wealth
- Allow you to choose what is best for you, your family and your business
- Make informed decisions based on the latest tax information
- Minimize taxes
Are you ready to get great advice for your family, your business and the very valuable charities you support?
There are many more benefits to talking to your Senior Wealth Advisor.
Don’t you think it’s time to grow your wealth and protect it from the Taxman.
Peace of mind!
Isn’t that what you want?
Win Wachsmann has been helping businesses improve their marketing and helping them get ready to sell their business. He doubles as an author, journalist, syndicated columnist, filmmaker and businessman who makes his home in the Fraser Valley of British Columbia. His articles and columns can be found in some of the finest offline and online magazines, journals and media properties.
He can be reached at firstname.lastname@example.org.