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.

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

March 20, 2019
Article
Ready to think about what life is like post-business? If a transition is on the horizon, we offer seven steps to help you create a successful succession plan.
January 11, 2019
Article
When it comes to selling a business, many people have trouble letting go. A good wealth planner can help answer all the “what ifs” and provide the comfort needed to make big decisions.
December 7, 2018
Article
Just what is “comprehensive wealth planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does comprehensive wealth planning entail, and why do knowledgeable…
November 7, 2018
Article
“Why is my portfolio underperforming the market?” This question may be on your mind.
October 26, 2018
Article
As part of the 2017 Tax Cuts and Jobs Act, there have been changes related to the estate and gift tax exemptions that may impact your estate planning documents.
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. Indeed, as of year-end 2016, U.S. funds held a combined $18.9 trillion in…

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Brad M. Kelley
Brad M. Kelley
Principal
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