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.
Entity Formation & Strategy
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.
Innovative Tax Strategies
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.
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.
Estate Planning Solutions
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.
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.