Protecting Your Wealth
No matter what stage of life you’re in, our wealth planning specialists can help prepare you for life’s expected and unexpected risks and safeguard the assets you have worked hard to accumulate.
A thoughtful plan includes not only strategies for transferring your estate, but also ways to prepare for unexpected health, business and personal risks that may affect your financial picture.
Strategies to protect your assets can involve aligning your life insurance, long-term care insurance, and property and casualty insurance with your short-term and long-term objectives, as well as more complex estate planning techniques. However, there are other simple ways to protect assets that are often overlooked. Many tech savvy individuals now manage some, or all, of their financial accounts online. Prepare for the unexpected by including important online account access information in your estate plan.
In addition, it was not long ago that you didn’t have to worry about your cherished online family photo collection or extensive online music library. But today, these are meaningful assets that you may also want to account for in an estate plan. Our wealth planning specialists will work with you to understand your goals and desires to help ensure the protection of the wealth you have worked hard to create.
From sophisticated strategies for minimizing asset risk exposure, to helping you select the appropriate insurance coverage, to simply making sure your digital assets are accounted for, our planning team is here to help.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.
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4900 North Scottsdale Road, Suite 2600
Scottsdale, AZ 85251-7658
Salt Lake City Office
170 South Main Street, #825
Salt Lake City, UT 84101-1647