Advanced

We bring a "Team-Concept" to your planning needs. Our network of CPA's, attorneys, registered reps and insurance professionals can help preserve your hard-earned assets. We bring together a team of professionals needed for your situation to facilitate achieving your retirement and legacy goals.

What is a high net worth client? For our purposes, a high net worth client has a net worth in excess of 5 million dollars with no cap on the upper end. This could be an individual or business entity. As the net worth increases, the complexity of the planning may as well in order to meet the clients objectives. Naturally, a client with a net worth of 500 million will have different goals and opportunities than a client with a net worth of 5 million.

What are some of the concepts?

Tax planning is an important part of wealth management. Our specialized team of resources utilize planning techniques that are above board and commonly accepted in the advanced planning arena that are many times overlooked by the general practitioner. There are a variety of ways that charitable trusts, family foundations and private foundations may be used to manage wealth and reduce taxation in a variety of circumstances. Contact us for a no-obligation free consultation regarding your situation. We have CPA's and attorneys who specialize in these areas who are willing to review advanced planning cases with no up front fees charged.

LEADING-EDGE CASE DESIGN

At Bolden and Associates LLC., we want to help you achieve a superior level of expertise. Our team of professionals are at your service to assist in leading-edge case design. Call us today for any of your special-case needs including:

Multi-Generational IRA's
Premium Financed Life Insurance
Charitable Plans and Trust Arrangements
IRA/Qualified Plan Distribution Planning
Irrevocable Life Insurance Trusts
Sophisticated Life Insurance Uses
Entity Planning
Income and Estate Tax Minimization
Gift Strategies
Asset and Liability Protection