Wealth Planning

INTEGRATE YOUR INVESTMENT, ESTATE AND TAX PLANNING INTO ONE SOUND STRATEGY

Many successful people have a unique talent for accumulating wealth, but frequently fail to take steps to protect their assets for themselves and their families. Moreover, they are not always advised about sophisticated planning opportunities that can reduce taxes.

Are you doing all you can to reduce taxes?
Are your investments working in concert with your estate plans?
Are your assets protected from creditors?

A FOCUSED PROFESSIONAL PRACTICE

Because of our experience in financial services, law, taxation and sophisticated estate planning techniques, we have the capabilities to provide you with a custom-designed strategy that integrates your investment, estate and tax planning into one comprehensive plan.

We provide our clients with cutting-edge solutions in the following key practice areas.

Financial Planning and Consulting*
Wealth and Investment Management*
Retirement Income Planning*
Income Tax Reduction Strategies
Estate Planning Design
Asset Protection Planning
Family Protection Planning
Insurance and Risk Management Strategies
Tax-Advantaged Investment Structures
Business Succession and Legacy Planning

SPECIFIC EXPERTISE

The core of our practice is in the areas of estate planning, asset protection and strategic tax planning, We deliver the high-quality and sophistication of a large corporate firm, but with the personal involvement, creativity and exacting attention to detail only a boutique firm can deliver.

INTEGRATED SOLUTIONS: PROTECT YOUR WEALTH WISELY

Our clients have a genius for creating wealth, but when they need a solution to preserve that wealth for the next generation they come to us.

To find out how we can help you, schedule a consultation today.

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Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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9 Facts About Social Security

There are things about Social Security that might surprise you.

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^{*These services are offered by Michael Rapps through his affiliation with Avantax Investment Services℠.}