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

May 30, 2019
Article
Gifting is a great way to help family and friends during life, but lifetime gifts can also be an important and effective strategy for estate tax planning.
May 23, 2019
Article
Business Owners don’t have some of the easier options for retirement planning that wage earners have, so how can they create a solid wealth plan? We break down some strategies.
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.

Contact

Brad M. Kelley
Brad M. Kelley
Principal
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