Plan Your Legacy
With an understanding of your complete financial picture, we are able to customize and maximize your collective wealth strategy – protecting you and your family. We not only design your strategies to work for you, we also manage them. Based on your goals and aspirations, we bring all your strategies together to optimize outcomes for you and those you care about.
Trust and Estate Planning
Do you have a plan for your abundance and legacy to pass seamlessly to the next generation? Your Abundance team employs a combination of cutting-edge strategies to provide optimal tax efficiency, continuity, and estate growth. As we craft a sound plan for your estate, trust partnerships, corporate entities asset classification, and charitable giving techniques all come into play, based on the goals you have for the next generation. We give you peace of mind by coordinating with estate attorneys and accountants and reviewing documents, allowing your abundance and legacy to pass seamlessly to the next generation.
Do you want to be in the best position possible when it comes to your taxes? We employ a variety of techniques and strategies that may put you and your successors in the best position possible. Your priorities are our goal at Abundance, whether it be minimum tax liability, lowest possible tax rates, or tax-advantaged investments. Abundance handles income deferrals, structured income, income distributions, salaries in family business, utilizing corporate entities to maximize deductions, or investment strategies to minimize short term gains. As a result, you have more money to enjoy your abundant life.
Do you offer additional planning and education services to develop wealth management plans for multiple generations? We endeavor to build and maintain your legacy. By doing so, we take time to get to know you, your life, and your family. Abundance knows you well enough to design estate plans and educate, counsel, and develop wealth management plans for multiple generations. Abundance Wealth Counselors will evaluate your options and make recommendations based on their best thinking, best practices, and a comprehensive knowledge of your goals for the future.
How do we provide distinctive services tailored for you? We know that each client has differing perspectives on how much assistance and support they want to provide their children. This understanding is one of the most distinctive aspects of our educational services. At Abundance, we sit down with you and your children, either together or separately, and review the entire wealth management process, including how to manage and invest money, as well as how to consider income versus growth and assess risk in various market conditions. The result? Building and protecting your financial legacy in alignment with your values.
Are you looking to maximize your benefits, allowing you to worry less and live more? Abundance is persistent in discovering ways to build your overall wealth through an expansive strategy. We understand the unique planning opportunities associated with captive insurance companies and how captives can be appropriately utilized as part of your overall wealth strategy. From your tax, estate, asset protection, and business planning, we know how to maximize the benefits to you.
Are you searching for knowledgeable and experienced professionals to facilitate your banking transactions? Nothing goes unnoticed at Abundance. We cover every base for you. Managing your wealth involves much more than astute investing. Securing loans and mortgages, paying tuition, money transfers, and insurance are all part of the plan. Abundance does not merely make recommendations; we facilitate your banking transactions. We evaluate, find, and negotiate loans and mortgages. We make distributions out of your accounts and administer accounts for life insurance and estate planning.
Do you need entrepreneurship counsel and connections? Your business is part of your abundant life. Whether you own a business you want to grow or need a business plan for your start-up, Abundance has you covered. We can counsel you on purchase and sale facilitation, advise on raising capital, connect you to a vast network of support, and provide business improvement strategies.
Can you be ensured that you are insulated from personal liability? To insulate you from personal liability and serve as a deterrent to potential litigants, Abundance designs asset protection structures. You matter. Every aspect of your life matters. People. Business. Assets of all kinds. Your future. Your legacy. They all need protection from creditors, litigants, and risk.
Are you able to enjoy your abundant life knowing you are fully prepared for the future? Protecting your business, yourself, your loved ones, and your future when the unexpected happens is an important component of your big picture. Abundance is highly experienced in a variety of insurance policy types: life, disability, malpractice, umbrella, etc. We strategically evaluate insurance plans and brokers’ life and disability policies, while providing recommendations to insulate and protect the things that matter to you. Enjoy your abundant life knowing you are fully prepared for the future.