Wealth Management

Have you ever wished all your financial advisors were “on the same page”? Have you ever felt like a tennis ball taking information back and forth from your accountant to your investment advisor to your attorney? Have you ever lost opportunities because your finances weren’t coordinated properly?

Here at Allen & Allen, we see clients paying high prices because they don’t coordinate advisors. Just this year, a client lost a once-in-a-lifetime chance to convert their traditional IRA into a Roth IRA tax free – simply because we didn’t know they had the traditional IRA.

That’s why we’re pleased to announce that we’re offering comprehensive wealth management services to clients just like you. Now you’ll never have to worry about losing those opportunities.

We’ll continue providing the quality tax services you’ve come to expect over the years. Adding wealth management services, which includes complete oversight of your financial affairs, will give us both greater potential tax savings and planning.

Working as tax professionals, we don’t always see what’s happening with your investments, insurance policies, estate planning documents, etc. We see the annual results. But by then it may be too late to help you make the most tax-efficient choice. Seeing all your information lets us save you more.

“Wealth management” starts with our traditional tax management services. But then we add asset management, retirement planning, insurance planning, and estate planning. Looking at “the big picture” gives us more opportunities to maximize your wealth, minimize your taxes, and secure your legacy for yourself and your family.

Every financial decision you make affects your taxes. Federal and state income tax laws weave themselves through every aspect of your finances – sometimes in ways that different advisors don’t see.

Let’s say you’re evaluating life insurance. Traditional life agents understand how tax laws affect life insurance. But do they understand how your insurance portfolio coordinates with your real estate portfolio? Do they know how the cash value portion of your policy affects your overall asset allocation?

Insurance, real estate, and portfolio management may be very different disciplines. But all of them affect your taxes. Shouldn’t your tax professional see “the big picture” to make the most of each opportunity?

Wealth Management isn’t a once-a-year exercise. It’s an ongoing process that requires relationships. It is an annual process that requires closer relationships with our clients. The service begins with a comprehensive financial analysis that encompasses a review of your current financial health and your stated goals. Quarterly follow up’s are conducted to review your current status and address any questions or concerns you may have.

Customized tax minimization & wealth maximization strategy
Customized investment portfolio design (If using the investment advisory service)
Online vault for easy & secure access to all of your financial documents
Annual update of your net worth statement
Annual fall tax projection
Annual Individual tax return preparation (if using the Wealth Management Tax Plus service)
One time credit toward a comprehensive financial plan

Call 800-850-4435 for your Investment Analysis today. We’ll find the mistakes and missed opportunities that may be costing you thousands, then show you how we can implement a plan for rescuing those wasted opportunities.