Wealth planning is based on the idea that even small changes can yield large gains in your family's lifetime finances.
Some of the common questions that we hear are:
- What strategies am I not thinking of to enhance and protect my wealth?
- Can you help me keep up with changing laws?
- What are my long-term projections?
- Am I making the right decisions with my assets?
- What is the most efficient way to transfer my assets upon death?
- What taxation strategies should I be employing?
Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at SchulferAndAssociates@lpl.com.