Wealth Center

Tax Planning

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 to provide counsel and education – instilling 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.

Estate & Gift Planning

Effective estate planning is best viewed as a process – not a one-time event – that involves a complex mix of personal, financial and legal interactions. The goal of estate planning is to direct your assets to certain people and/or institutions.

The Wealth Center professionals at Meaden & Moore can help you explore a wide range of estate planning needs and concerns. Our creative solutions will enable you to create a legacy for your family, while also minimizing taxes and extending your values and vision across future generations.

Insurance & Risk Planning

No matter how elaborate the investment portfolio or retirement plan, without proper risk management, all planning efforts could be moot. Every wealth protection plan must focus on securing financial assets, as well as safeguarding the current and future lifestyle.

Meaden & Moore's wealth management professionals have extensive experience addressing our clients’ insurance and wealth protection concerns. We help clients enhance their existing insurance policies – life, long-term health, disability – by applying Meaden & Moore's comprehensive approach to wealth management.

Investment Planning

Effective investment planning often spans years or decades. During that time, your focus might shift between wealth accumulation, wealth preservation and ultimately, the transfer of wealth.

Meaden & Moore's Wealth Center investment philosophy begins with understanding the unique goals and investor profile of each client. After a thorough discovery phase, we begin to formulate a customized program. The Wealth Center professionals will identify your investment schedule, tolerance to risk factors, liquidity needs, and tax implications. This information will set the parameters for your individualized portfolio design.

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 diligently saving for your personal retirement, you must also consider your succession plan. Meaden & Moore can help you evaluate the impact your retirement will have on your family, your business, and your employees.

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 guarantee 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.