Greetings from Sunny California & Time to Think About Your Future

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Published by Debra TaylorCPA/PFS, CDFA, JD | May 9, 2016

Greetings from sunny California!  I have spent the last several days at the invitation-only LPL Financial Private Wealth Symposium focusing on the needs of high net worth individuals and families.  We heard from economists, portfolio managers, and Governor Mike Huckabee about the stock and credit markets, the economy, and portfolio construction.

We discussed the amazing wealth transfer that is taking place, to the tune of $1 Trillion per year.  The speakers reminded us to tailor our services to our clients who will be receiving these transfers, and to make plans regarding inheritances.  For example, are your children aware of their future inheritance?  Have you disclosed your plans with them?  Do you expect to receive an inheritance?  At Taylor Financial Group, we are already using our expertise to evaluate family estate plans so clients can navigate this area.  Are you interested in creating a legacy?  We can and will discuss your estate plan, cash flow, and gifting.  With the federal estate tax exclusion currently at $5.45 Million, federal estate taxes are not a primary concern for most, but income taxes and responsible stewardship of your family’s wealth should still be on your mind.  Many of you have some concerns regarding whether your children are well prepared to handle the family wealth.  We have worked with many of you (and your attorneys) in this area by reviewing and creating plans, so please feel free to share your goals and voice your concerns to us, and we will move you forward.

We also discussed the need to ignore a lot of the short term noise and to focus on broader and more strategic goals when managing wealth.  With the advent of WealthMatch in our office, we are aligning clients with their dreams, and mapping out their futures, so that you can make better and more informed decisions for yourself and your family.  We not only review your goals, but also your income and spending along with your assets and liabilities to create a comprehensive view of your wealth.

Our goal is to facilitate a gratifying journey for our clients—whether we are talking about retirement planning or creating a legacy.  According to the experts at the conference, planning for your future is one of the most important things we can do for our clients, and at Taylor Financial Group, we wholeheartedly agree with that statement.  Therefore, we must not only focus on investment management, but also consider your goals, income needs, fears, and dreams.  If we haven’t already completed a Wealth Match plan for you, just let us know as we believe it could forever change how you view your future!

If you have any questions about retirement or wish to make an appointment, please call our office.

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