Personalized Advice
Whatever your concerns and objectives are, we can help you develop a plan for financial security for you and your loved ones. We can help you plan for your financial future, develop a multigenerational strategy for sharing your wealth, design your portfolio, manage your investments, and minimize your tax burden.
Family Business Guide
It may seem like you have a lot of time to prepare, but you never know when and how you will need to exit your business. Get our guide that will walk you through the steps of your business succession plan.
INVESTMENT PLANNING
Effective investment planning often spans decades. During that time, your focus might shift between wealth accumulation, wealth preservation and, ultimately, wealth distribution.
The Wealth Center’s investment philosophy begins with understanding the client’s investment goals, risk profile, investment time horizon, liquidity need, and tax implications. After a thorough discovery phase, we begin to formulate a customized investment plan.
Diversifying Your Assets Enhances Results
Our professionals utilize a tax-efficient investment approach based on the principles of modern portfolio theory. Following this disciplined process, we allocate your financial resources across asset classes and distribute your portfolio among a variety of investments. This strategy helps reduce volatility and increase the probability of attaining your investment goals.
Important: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature. They do not reflect actual investment results, nor do they guarantee future results.
Tax Planning Guide
A comprehensive guide to help you prepare for business and personal taxes. With recent tax law changes already in effect and additional updates potentially on the horizon, this guide can help you understand what they may mean for your tax-planning strategy.
RETIREMENT PLANNING
Whatever your retirement dreams, the Wealth Center can help you set goals and build an actionable plan that helps you prepare for the challenges and financial risks you’ll face during your retirement years.
For individuals, retirement planning can be quite complex; business owners face even greater complications.
In addition to accumulating wealth for your personal retirement, you must also consider your business succession plan. Meaden & Moore can help you evaluate the impact your retirement will have on your family, your business, and your employees.
Planning for Your Financial Security?
Schedule a consultation with our Wealth Center advisors who will be happy to assist you.
TAX PLANNING
Tax planning and foresight can turn those implications to your advantage. Meaden & Moore can show you how. Our professionals actively follow changes in tax laws and rulings, and we share that information with our clients. We go well beyond simple documentation by providing proper counsel and education that will instill confidence in your personalized tax strategy.
Our tax planning professionals will evaluate income from your employment, investment holdings, and other sources to develop a strategy for minimizing the income tax you pay.
Every Financial Transaction Has Tax Implications
We can assist when you face family, business, or investment decisions that might have tax implications. In addition, you can trust our team of experts to help with your estate planning, investment planning, business succession planning, and retirement planning needs.in effect and n
A Simple Introduction to Valuation
Valuations are necessary for many tax-related matters as well as various transactional settings, however, they require more than simply applying technical models. Valuation is also about understanding business operations, economic conditions, and tax laws.
ESTATE & GIFT PLANNING
Effective estate planning is best viewed as a process, not a one-time event, which involves a complex mix of personal, financial and legal interactions. The goal of estate planning is to transfer your assets to specific individuals and/or institutions in the most efficient manner.
Our Wealth Center professionals can help you explore a wide range of estate planning strategies. Our creative solutions will enable you to create a legacy while minimizing taxes and extending your values and vision across future generations.
Changing With the Times
After executing your plan, we will monitor it on a regular basis to ensure that it reflects your changing personal situation and adheres to evolving estate and income tax laws. Communications such as these, coupled with our commitment to clients, instill confidence and trust in Meaden & Moore's Wealth Center team.
Getting the Help You Need
Schedule a consultation with our Wealth Center advisors who will be happy to assist you.
INSURANCE & RISK MANAGEMENT PLANNING
No matter how elaborate the investment portfolio or retirement plan is, without proper risk management, planning efforts may fall short. Every wealth protection plan should focus on securing financial assets while also safeguarding your current and future lifestyle.
Meaden & Moore's wealth management professionals have extensive experience addressing our clients’ insurance and wealth protection needs. We help clients audit their existing insurance policies including life, long-term care and disability insurance, as part of Meaden & Moore's comprehensive approach to wealth management.
Meeting Your Changing Insurance Needs
Even as circumstances change, financial markets grow, and family priorities evolve, we can help ensure your insurance plans achieve your overall financial objectives. Work with the experts at Meaden & Moore to develop a plan designed to evolve as your needs change.
Family Business Resources
Our carefully selected family business resources—including expert blogs and insightful guides—are tailored to help you navigate the unique challenges and opportunities you face.
BUSINESS SUCCESSION PLANNING
It may seem like you have a lot of time to prepare, but you should plan when and how you will exit your family business long before you need to do so. The creation of a solid succession plan now can result in a smoother transition for your company later on.
Succession planning involves more than staff replacement. It should support your business goals, create a sound structure, and facilitate the growth and the smooth functioning of your company for years to come.
Succession and Strategic Planning Work Together
Are you ready to retire, but your company isn’t ready for that kind of change? When you work with Meaden & Moore to create a business succession plan, we’ll carefully consider your organization from many important angles:
- Liquidity needs and planning for the owner
- The Family dynamics
- Management succession
- Ownership succession
- Tax issues
Your Meaden & Moore team takes a comprehensive approach to creating your business succession plan, customized to your organization. During the process, we will engage the appropriate professional advisors, identify the goals of the business, owners and stakeholders, and work together to develop, implement, and monitor your succession plan.
Planning for Your Financial Security?
Schedule a consultation with our Wealth Center advisors who will be happy to assist you.