Estate Planning

By: Ambassador Wealth Management, LLC  07/03/2014
Keywords: Estate Planning, Wealth Preservation, Wealth Planning

Estate Planning – Critical for the protection of your assets, we will work closely with outside professionals to make sure that our investment recommendations and strategies are consistent with your estate plans and goals. • High Net Worth individuals and families • Business ownership succession planning • Charitable remainder trusts • Insurance needs analysis

Keywords: CFP®, Divorce Planning, Estate Planning, Family Wealth Planning, Trust Planning, Wealth Planning, Wealth Preservation

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Wealth Management from Ambassador Wealth Management, LLC thumbnail
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Wealth Management

What We Do as Financial Advisors: 1. Set investment performance objectives and meet to discuss progress 2. Implement strategies to protect investments from downside risk 3. Disclose fees in an open conversation 4. Create a financial plan and keep it current 5. Keep current with technology for access and reporting 6. Coordinate and organize financial documents 7. Provide insurance solutions when applicable