Service Category: Private Wealth

Insurance Analysis / Strategies

May 24, 2019 | admin

The proper integration of your asset and income protection strategies is critical to your overall wealth plan. Our team will review your existing policies (life, long-term care, umbrella, and others) and provide recommendations to integrate and optimize your overall insurance strategy.

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Trust and Estate Planning

April 12, 2019 | admin

Substantial wealth often brings the need to protect assets and craft individualized legacy solutions. We’re here to help evaluate trust and family limited partnership agreements that will seamlessly integrate into your overall wealth plan.

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C-Suite Executive Retirement Benefit Consultation

April 12, 2019 | admin

You’ve worked hard, climbed the corporate ladder, and your employer has rewarded your years of dedication. You are grateful to the company for your retirement benefits, but you are also mindful of the concentration risk, as well as what it means for your personal financial plan and the financial well-being of your family and loved ones. We’re here to help...

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Income Tax Planning / Consulting

April 12, 2019 | admin

Growing your wealth is a priority. Retaining your wealth is equally important. Asset location, use of tax-efficient investment vehicles, and year-end tax mitigation strategies are integral parts of our service delivery that enable you to keep more of what you have earned and built over the years. We will gladly recommend appropriate tax consultants who can prepare business, personal, and...

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Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.