Wealth Planning

INSPIRED TO PLAN FOR THE FUTURE

Let's Look Forward

Imagine if you looked outside your window and could see the future... YOUR future. Imagine fast-forwarding 20 years from now.

See the whole picture of what your wealth plan could be.

See the whole picture of what your wealth plan could be.

A wealth plan is about more than just money—it’s the blueprint for how you want your assets to be maintained, passed down and used to achieve your personal objectives. To be successful, many different aspects of your plan must work in harmony, and to stay in harmony, they must be periodically evaluated and adapted.

When you work with Eide Bailly's wealth planning professionals, you'll be surrounded by a team that brings knowledge from an array of specialty areas—business valuation, estate, trust and gift tax planning, financial planning—to provide a comprehensive approach to your wealth plan. We understand the importance of every detail, and we'll help you create a clear, concise plan so you obtain your financial, personal and charitable objectives. Our goal is simple: We want to help you achieve your dreams.

Latest Insights

August 28, 2020
Article
Converting to a Roth IRA can result in significant financial benefits. But it’s not right for everyone. Here’s what you should consider.
August 10, 2020
Article
If you are planning to use the increase in the exemption that came about with the 2017 Tax Cuts and Jobs Act, read this—you may need to make decisions sooner rather than later.
March 24, 2020
Article
In these volatile times, anxiety is everywhere. Organizations and individuals alike are feeling the impact of the coronavirus pandemic.
January 30, 2020
Article
The SECURE Act will have a significant impact on the way you plan for retirement. Are you prepared to change your strategy?
January 25, 2020
Article
Although the thought of death is unpleasant, it is critical to the well-being of both our families and ourselves that we take the time to create an estate plan. The peace of mind a well-thought-out plan can bring not only helps those carry on …
January 4, 2020
Article
After a lifetime of hard work and building a successful business, there is much to think through as you consider the first steps in moving beyond your business.

Are You Prepared to Exit Your Business?

Preparing to exit your business isn’t one big decision. It’s a series of choices, assessments and reassessments. It’s a process, and the longer you give yourself, the better off you’ll be. We’ve put together a list of resources and a free comprehensive guide to help you get started.

Contacts

Brad M. Kelley
Brad M. Kelley
Principal-in-Charge of Financial Services
Ava J. Archibald
Ava J. Archibald
Principal-in-Charge of Wealth Transition Services
Wrench

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