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.

See the whole picture of what your wealth plan could be.

See the whole picture of what your wealth plan could be.

A wealth plan is about more than just money—it’s the blueprint for 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.

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.

Latest Insights

October 7, 2020
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 …
September 17, 2020
Article
When building your practice, there are steps you can take to secure financial independence for your future.
September 10, 2020
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, 2020
Article
Curious about tax reform changes? We'll explain key considerations when it comes to trust & estates changes & the impact of tax reform. Read here!
August 28, 2020
Article
Converting to a Roth IRA can result in significant financial benefits. But it’s not right for everyone. Here’s what you should consider.
August 10, 2020
Article
If you are planning to use the increase in the exemption that came about with the 2017 Tax Cuts and Jobs Act, read this—you may need to make decisions sooner rather than later.

Are You Prepared to Exit Your Business?

Preparing to exit your business isn’t one big decision. It’s a series of choices, assessments and reassessments. It’s a process, and the longer you give yourself, the better off you’ll be. We’ve put together a list of resources and a free comprehensive guide to help you get started.

Contacts

Brad M. Kelley
Brad M. Kelley
Principal-in-Charge of Financial Services
Ava J. Archibald
Ava J. Archibald
Principal-in-Charge of Wealth Transition Services
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