There have been and always will be multiple paths to succeeding in your financial goals. Maybe for you it’s finding the fastest route. Maybe it’s the easiest path. Perhaps it’s finding the most careful, safest course.
Regardless of how you want to get there, what’s critical is that you are always thinking about what to do next with your wealth, so you stay on the path to success.
It’s important to remember your wealth plan is about more than just money. An integrated wealth plan isn’t only about your goals, it’s also about your core values. What matters most to you in life? How does your wealth relate to that? What should your wealth help you accomplish? What could it accomplish for others?
What do I have?
A good wealth plan starts with a clear understanding of your assets, your investments and how they affect each other.
What do I need?
Once you have a picture of your current financial situation, you can better predict what you’ll need to accomplish your goals.
How do I get there?
The complexity of wealth planning—the taxes, investments, business valuations, etc.—can be eased by working with the proper professionals who can help in each of these areas. When you create a wealth plan with Eide Bailly, you’ll get the benefit of having all your needed resources in one place. You’ll have access to tax advisors, wealth planners, business and financial advisors, and valuation analysts.
Whether you’re selling a business, transitioning wealth, planning your estate or investing assets, each process requires detailed planning. Our dedicated team of professionals uses an integrative approach to create a unified wealth plan. As life changes, so should your plan. When you work with Eide Bailly’s wealth planning team, you’ll understand what you have, what it’s worth and where you can go.