• Trust Review
• Wealth Transfer
• Tax Planning
• Charitable Planning
• Estate Preservation
• Multi-Generational Planning

Legacy planning is a critical aspect of Financial Planning. We begin with multi-generational wealth strategies and thoughtful estate planning. From there, we implement a comprehensive strategy that aligns with this vision. Some questions to consider as you think about your Legacy:

• Do you have a trust?
• When was the last time you reviewed your trust?
• Who are the principal beneficiaries of your estate/trust? Are they up – to – date?
• Do you have a Durable Power of Attorney in the event you cannot make decisions?
• What kind of legacy do you want to leave after you have taken care of your family?
• What kind of role do you want to play in your children/grandchildren’s future?
• Do you want to leave any of your accumulated wealth to charity?

• 401K Asset Allocation Assistance
• Defined Benefit Plans
• Deferred Compensation
• Company Stock Option Analysis
• Retirement Planning
• Debt Management
• Tax Planning
• Charitable Planning
• Benefits and Social Security
• Long Term Care
• Insurance Evaluation
• Business Succession and Planning

Retirement can have a profound impact on the way you spend and allocate money. Do you have a solid plan in place that accounts for future health care, insurance, investments, and tax filing? We seek to ease the transition by anticipating your needs, along with those of your spouse and family when appropriate. Here are some of the questions to consider when reviewing your long term financial strategy:

• What are your goals, time frame, and risk tolerance and what is your investment strategy?
• Do you have a charitable giving strategy? If so, how to you fund your donations and make grants?
• What do you know about longevity planning and how does your current plan address the risk of outliving your assets?
• Did you plan healthcare?
• Do you own personal liability coverage? If so, how did you determine the amount of coverage?
• Do you or your spouse/partner own life insurance?
• Do you know what your social security and medical benefits are and how they fit into your overall investments strategy?

• Education Planning
• Wealth Transfer
• Trust Review
• Insurance Evaluation
• Supporting Parents/Relatives
• Debt Management
• Intra-Family Transfers/Gifting
• Long Term Care

Multi-generational wealth strategy seeks to preserve and multiply the prosperity you’ve worked hard to achieve. Through creative and comprehensive planning, Grant Private Wealth Management can maximize the potential value of current assets and minimize risk for your family. Here are some questions to consider when having a Family Conversation:

• Are you planning to provide any financial assistance to your parents, children, or grandchildren?
• Does your current financial plan address the risk of outliving your assets?
• Are you planning to have children?
• Have you invested for your children’s education?
• What is your plan for providing and gifting to your heirs?
• What is the primary goal of your estate plan?
• Do you have a debt management plan?

• Income Strategy
• Wealth Preservation
• Tactical Allocation
• Assets Location
• Tax Efficient Investing
• Savings Strategy
• ETFs/Mutual Funds
• Individual Stocks/Bonds
• Alternative Investments

At Grant Private Wealth Management we customize each portfolio based on needs, wants and wishes of every client. A custom built portfolio to minimize your risk. Grant Private Wealth Management prides itself on agility and expertise in designing portfolios examining an individual’s goals and specific circumstances. Here are some questions to consider when reviewing your investment strategies:

• Do you have enough income that generates the monthly cash flow needed to meet current expenses?
• What are you doing to minimize or reduce taxes in your investment portfolio?
• Do you have a solid wealth preservation strategy?
• What are your goals, time frame, and risk tolerance?
• What is your asset allocation strategy for stocks, bonds and cash?
• Are you on track to reach your retirement investment goals?