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

January 30, 2020
Article
The SECURE Act will have a significant impact on the way you plan for retirement. Are you prepared to change your strategy?
January 4, 2020
Article
After a lifetime of hard work and building a successful business, there is much to think through as you consider the first steps in moving beyond your business.
January 4, 2020
Article
Many people think estate planning is not necessary, that it is only for those of us that are getting older or those fortunate enough to be extremely wealthy.
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 …

Contact

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