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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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You need more than traditional wealth management. You need someone who can bring professional organization to the complexity of your financial and personal worlds. We work closely with you to develop a collaborative plan to complement the services provided by other advisors. Howard Capital Management will provide a comprehensive diagnostic review and strategic plan to meet your estate needs. Initial review of current situation and existing estate and trust documents. Discussion of possible wealth accumulation, preservation and distribution strategies. Integration of estate plan with tax, investment, financial, business, and insurance planning. Resolution of immediate needs, such as guardian issues or living wills. Plan development to manage problems associated with a sizable inheritance or wealth generating event . A strategy focused on multi-generational planning.Tax-efficient strategies for the transfer of wealth. We will identify assets and how they are titled, analyzes current situation and vulnerabilities, and reviews current carriers and their ratings.
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