Wealth Planning

INSPIRED TO PLAN FOR THE FUTURE

You’ve invested yourself in your business–you have the right to be proud of those efforts.

You’ve invested yourself in your business–you have the right to be proud of those efforts.

Whether you're selling a business, inheriting wealth, planning your estate or investing assets, each process requires detailed, tedious planning. And these plans are closely dependent on each other. Wealth planning professionals can provide the guidance and comprehensive planning skills necessary to successfully manage and understand wealth.

 

When you work with Eide Bailly's wealth planning professionals, you'll be surrounded by a team of dedicated experts and the tools necessary to manage your wealth. 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

June 7, 2018
Article
For many investors, mutual funds and exchange traded funds (ETFs) are the go-to vehicles for those seeking broad diversification and access to a wide array of asset classes.
March 28, 2018
Article
Between January 26 and February 8 of this year, the Dow Jones Industrial Average dropped 2,757 points and the media totally freaked out.
March 5, 2018
Article
Have you wondered how the changes to the estate and gift tax exemptions under the 2017 Tax Cuts and Jobs Act may affect your estate planning needs? The following highlights the recent changes and offers a list of questions for consideration when…
March 1, 2018
Article
If asked what comes to mind when thinking of wealth planning, many would likely mention topics such as saving for retirement, planning for college, creating strategies for retirement income, or structuring a portfolio with an eye toward maximizing…
February 28, 2018
Article
Given the trend toward an aging population and longer life expectancies, it’s likely that an increasingly larger number of us will need some sort of help or assistance in the future due to health concerns such as chronic illness, disability or…
February 26, 2018
Article
The US stock market has delivered an average annual return of around 10% since 1926 But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.

Wealth Transfers: You Shouldn't Take the Emotion Out of Your Decisions

We find ourselves in the middle of one of the greatest wealth transfer periods of all time. Billions of dollars are moving from older generations to the next or to charities at an unprecedented pace. Those with wealth must decide whether they want to make transfers, and if they do, they must decide how much, to whom, when and in what structure?

Contact

Brad M. Kelley
Brad M. Kelley
Principal
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