A solid financial plan is a series of steps or objectives designed to accomplish a financial goal. At Welgaard, we offer a total financial and estate planning program. We begin with a comprehensive needs-based analysis to help you clearly define your financial goals. With your goals in place, we will work with you to implement a personal plan designed to help you achieve the life you desire for you and your heirs.
We regularly review your investment program with you to ensure you are achieving the maximum return at an appropriate risk level. As you consider new investment opportunities, you can count on us to act as your sounding board and advisor.
Through comprehensive estate planning, we can help preserve your estate, minimize estate taxes and eliminate the uncertainties your loved ones will face when settling your affairs.
Our Estate Planning Services Include:
- Net Worth Analysis
- Investment Review
- Minimizing risk with Life Insurance
- Disability and Long Term Care
- Education Planning
- Tax Planning
- Risk Management
- Social Security Planning
- Retirement Income
- Withdraw Strategies
- Family Gifting
- Family Business Transfers