Whether it’s personal financial planning, ensuring proper transfer of assets in a comprehensive estate plan or developing an orderly and effective business succession plan, count on Brady Ware’s trusted advisors to deliver personalized plans to fit your unique environment.
Planning to transfer your wealth can be a sensitive issue, and if you’re facing conflicting advice from family, attorneys, and business advisors, it can quickly become frustrating.
At Brady Ware, we understand the complexity of estate planning, and we know how to make it manageable. In essence, we serve as your estate planning coordinator. We work with your attorney, insurance agent, investment manager, and when appropriate, family members to develop an integrated estate plan—one that minimizes your estate taxes while providing for your beneficiaries in the way you desire.
Our tax and finance experts help you:
Personal financial planning involves much more than balancing a checkbook and managing a few mutual funds. Securing your wealth for the future—while living well today—requires a detailed strategy that’s based on your current situation, your short- and long-term goals, and the realities of the marketplace. You also need to consider the potential tax implications of your decisions.
Brady Ware’s advisors help you develop comprehensive financial plans that secure your wealth now and into the future. We understand that your financial needs are unique, and we work with you to develop customized plans that fit with your lifestyle, the needs of your business, and your personal goals.
We help develop a personal financial plan that:
We see personal financial planning as a process, not a task. We work side by side with you over the long run, helping you adjust your plans and your portfolio to reflect changes in your career, your family, and the overall economic environment. We bring the vision you need to see a clear path to financial security.
For many business owners, transitioning a company to a new owner can be one of the toughest challenges they face.
How can you best position your business to sell? How can you ensure its ongoing operational success? If you sell, can you afford to retire? Should you transfer the business to a family member? If so, how can you minimize estate taxes?
At Brady Ware, we help you navigate these challenges and develop a solid plan for business succession—one that addresses ownership succession, management succession, and leadership development, all while meeting your personal retirement goals.
We use a 10-step methodology to guide your exit strategy: