Four Types of Advisors
August 1, 2021
Finding the right financial advisor is a challenging task
Wealthy and successful families are struggling to find financial advisors that will give advice that's most appropriate to help them achieve their key financial goals. Ask yourself, how good is the financial advice that I'm getting? This month's flash report will give you the tools you need to determine if the professionals in your life are a good fit for you and your goals.
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If a family is already planning to give generously, it makes sense to understand whether the gifts can be structured more efficiently. Rob explains how the timing of charitable contributions can make a meaningful difference.
Rob explains how a cash balance plan can create additional flexibility for the right business owner while still requiring careful coordination and long-term planning.
Rob shares how coordinated planning helped one family restructure a highly appreciated rental property, preserve rental income, create substantial liquidity, and support meaningful charitable goals.
