Proprietary Planning Processes
Lifetime Income Planning and Legacy Wealth Planning
Designed for high net worth individuals and their families who have questions about their financial future. These strategies map out how client's can maximize cash flow, meet their needs and goals during their lifetimes.
This process organizes family finances currently, with a focus on how income is generated to maintain planned lifestyles. We then create a roadmap to help preserve the accumulation of wealth and plan for the transition for beneficiaries and heirs.
Upon completing the process, clients will receive a well-organized comprehensive guide including who to contact to help with administration, financial and legal decisions, where assets are located, how to access assets and generally bring financial continuity to simplify a transition when needed.
This process includes:
- Financial planning
- Estate Planning
- Insurance planning
- Investment planning
- Business Legacy planning
Please Note: You should not assume that any of the above serves as the receipt of, or as a substitute for, personalized investment advice from WMWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with WMWA or another professional advisor of your choosing. A copy of WMWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.
Investment Advisory Services offered through WeiserMazars Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. WeiserMazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.