Comprehensive Wealth Assessment
- Conduct a thorough needs assessment and identify gaps in your wealth-building strategy
- Review your tax strategy and ensure you are using the best approach possible to minimize your tax burden and maximize cash flow
- Review your assets and your debts, income and expenses and analyze your cash flow sources
- Evaluate your current retirement strategy to ensure you have a tax advantaged plan that you cannot outlive
- Ensure your current portfolio of assets will help you reach your intended goals
- Advise and provide options for estate planning to ensure your family is protected
RETURN & REFUND POLICY
No Refunds or Exchanges
DETAILS
Reserve your Comprehensive Wealth Assessment with Douglas. Once complete, you will receive an email within 1 business day with a scheduling link inviting you to book a time for your Assessment.
$197.00Price