Comprehensive Wealth Assessment

$197.00

Comprehensive Wealth Assessment

  • Conduct a thorough needs assessment and identify gaps in your wealth-building strategy
  • Review your tax strategy and ensure you are using the best approach possible to minimize your tax burden and maximize cash flow
  • Review your assets and your debts, income and expenses and analyze your cash flow sources
  • Evaluate your current retirement strategy to ensure you have a tax advantaged plan that you cannot outlive
  • Ensure your current portfolio of assets will help you reach your intended goals
  • Advise and provide options for estate planning to ensure your family is protected

 

Description

RETURN & REFUND POLICY

No Refunds or Exchanges

DETAILS

Reserve your Comprehensive Wealth Assessment with Douglas.  Once complete, you will receive an email within 1 business day with a scheduling link inviting you to book a time for your Assessment.