Broker Check

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

Client Centered

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

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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*These services are offered by Michael Rapps through his affiliation with Avantax Investment Servicesâ„ .