A wealth plan is about more than just money. It’s the story of where you started and how you want to end—and everything in between. It’s the blueprint for how you will make some of the most significant choices in your life, from when to sell your business or retire to 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. A wealth planning team can help you gather what you need to create a wealth plan. That team can provide the expertise you need to fully understand where you’re at and where you’re going. With everything in one place, you’ll see the cohesion you've been craving.
Wealth Transition Services
Whether you’re thinking about your retirement plan, charitable giving goals, or making sure your family is taken care of, our team of tax professionals, financial advisors, business advisors, estate planners, and business valuation analysts can help you transition your wealth. Our team of professionals has extensive knowledge when it comes to estate, trust and gift tax planning to help you make the best decisions when transitioning your wealth.
You have worked hard and your business is thriving. Knowing the value of your business is key. Is the offer on the table enough to walk away and live your dreams? Your wealth plan is key to knowing what the “right” number is so that you can make a sound exit strategy that supports your future goals.
Comprehensive financial planning is more than just investments—it’s strategizing to minimize taxes while adjusting tactics to align with your personal risk tolerance and changing market climates. We will work closely with you to define and prioritize your goals, then explore strategies and solutions designed to achieve each goal.
What to Expect When You Work with Us
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.
The teamwork in Eide Bailly is unsurpassed. Having each of the functions—the tax preparation, the estate planning, the ESOP, and the wealth management—and to be able to talk to those teams and all be on the same page is a terrific value."
"We got out of our business in 2008 (and that was the big downturn) and we didn’t do anything except try to understand what we should do with our newfound wealth rather than have it in trucks and machinery. Now all of a sudden it’s cash, and that kind of scared us. Eide Bailly’s name came up and one thing led to another and they came out—which was all the way across the state—and listened to our story, came back with a proposal, and it’s been a very good outcome."
Join us for one or all of our educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies. The tools and resources presented will help businesses and individuals make informed decisions and remain successful in a competitive and ever-changing marketplace.
Are you ready for a comprehensive wealth plan?
It all starts with a conversation. Let’s talk.