After our formative years in school, we emerge as professionals, who make and accumulate wealth during our prime working years between 20-60. Then, during our retirement and golden years, between 60-80, we often distribute this wealth to ourselves and family members to sustain our lifestyle and needs. After we pass on, our final wealth and assets are transferred to loved ones and institutions that we cherish. To insure that your path along the accumulation, distribution, and transfer of your wealth works to preserve your legacy, we provide the following critical financial consulting:
Our Wealth Management process begins with an in depth analysis of our clients’ current financial plan, if they have any. We specifically focus on client current assets, cash flow, expenses, investments, potential inheritances and all other factors that could impact accumulation and distribution of wealth and other important assets. Our list of services include:
Estate Planning, Wills, Probate, Power of Attorney, Trusts, Asset Protection, Charitable Planning, Business Succession Planning, Estate and Gift Tax Strategies, Retirement Plan Distribution and Planning, Health Care Planning, Fiduciary Income Tax Returns, Tax Planning, Special Needs Trust, Charitable Remainder Trust, Marital Trust, A/B Trust, QTIP Trust and more.
Our Tax Consultant services team provides you with several key options to preserve your wealth and other important assets. It is our primary goal to reduce or eliminate your taxes. At Family Financial Strategies, Inc., we review both your personal and business financial state to significantly cut tax liabilities in all appropriate areas.
Our Estate Planning consultants provide you with several key options to preserve your wealth and other important assets while living and after you pass on, known as Living Benefits and Death Benefits. We offer many significant ways to plan for you and your family’s estate.
Retirement takes careful planning, and at Family Financial Strategies, Inc., we take special care to make sure that your retirement takes care of you and your loved ones. Time is a critical factor in planning for your retirement. It is important to start your plan today for the tomorrow that will come sooner than you may think.
List of services include: Traditional IRA, Roth IRA, Sep IRA, 401 (k), 401 (a), 403 (b), Safe Harbor 401 (k), Spousal IRA, Educational IRA, Self Directed IRA, Self Directed Roth IRA, Split Dollar Plan, 457 Plan and more.
At Family Financial Strategies, Inc., we help you to create important entity formations, such as a Limited Liability Company or a Corporation, in order to protect your assets and limit your liability. We help you to choose just the right option that will help reduce significant taxes and save you money in the long run.
Business Development plays an important role into the success of your company. Whether you need help to start, grow or to increase your success, you have to look for high quality solutions that brings your business effectiveness, productivity, profits and organizational performance. At FFS, we understand these challenges and we help our clients overcome obstacles quickly and effectively by bringing resources that are often include but not limited to: product development, growth, investment and fund raising, technology, startups, marketing, finance and cash flow, sales and distribution and more.