ELITE ADVISOR BEST PRACTICES FOCUS

Wealth Enhancement

Advanced planning to help clients minimize their tax burden

Elite financial advisors do more than just manage investments. They are true wealth managers who can address the entire range of financial concerns of their clients well beyond simply investments.

We break these financial concerns out into four major areas. The first is wealth enhancement’essentially, mitigating taxes. Frequently, this involves minimizing the tax impact on clients” investment returns while ensuring the cash flow they need. The following resources contain key strategies for helping your clients in the area of wealth enhancement.

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