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

October 7, 2019
Article
Are you financially ready for retirement? You may be surprised by these lifestyle facts.
September 10, 2019
Article
Funding your buy-sell agreement with life insurance is a great way to ensure your family or estate receives the full value of your ownership interest.
September 9, 2019
Article
The impact of tax reform is far reaching. Not only do businesses and individuals need to consider how the new legislation impacts their situation, but reviewing how the Tax Cuts and Jobs Act affects trusts and estates is also important because …
September 6, 2019
Article
What happens if you lose someone crucial to your business? Key person insurance is an easily accessible benefit that can provide monetary relief in a difficult time.
August 26, 2019
Article
Estate planning can be a difficult subject, but avoiding the topic could cause problems down the line. Are you sitting on an outdated plan?
August 22, 2019
Article
When building your practice, there are steps you can take to secure financial independence for your future.

Contact

Brad M. Kelley
Brad M. Kelley
Principal-in-Charge of Financial Services
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