Financial Planning

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.

Estate Planning

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:

  • Establish family-limited partnerships that maximize control and flexibility while minimizing estate taxation
  • Synchronize your estate plans with your business succession plans
  • Set up gifting programs and charitable gifting strategies
  • Provide necessary cash flow during your lifetime and that of your spouse
  • Ensure equitable disposition of family-owned businesses, with an accurate business valuation in mind
  • Ensure proper use and distribution of life insurance and retirement plans

Through careful estate planning, you can potentially save your beneficiaries thousands of dollars or more in court fees and estate taxes. At the same time, you can provide financial security for you and your spouse during your lifetimes, and for your loved ones thereafter.

Mary Colegate, Senior Manager for Brady Ware

Mary Colegate

Dayton, Ohio

mcolegate@bradyware.com

937.913.2509 

Jeff Jackson, Director for Brady Ware

Jeff Jackson

Richmond, Indiana

jjackson@bradyware.com

765.935.8203

 

David Petrill, Director for Brady Ware

Dave Petrill

Columbus, Ohio

dpetrill@bradyware.com

Tommy Marsh, Director for Brady Ware

Tommy Marsh

Atlanta, Georgia

tmarsh@bradyware.com

678.350.9500

Financial Planning

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:

  • Is customized to your assets, risk tolerance, and financial and life goals
  • Integrates with your estate plans and succession plans
  • Looks at how you will transition from full employment to full retirement
  • Provides a roadmap for prioritizing your assets, helping you plan what to hold, what to use, and when to sell
  • Offers security and peace of mind for you and your loved ones

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.

Tom Gmeiner, Director for Brady Ware

Tom Gmeiner

Dayton, Ohio

tgmeiner@bradyware.com

Jeff Jackson, Director for Brady Ware

Jeff Jackson

Richmond, Indiana

jjackson@bradyware.com

Dawn Harper, Senior Manager for Brady Ware

Dawn Harper

Columbus, Ohio

dharper@bradyware.com

Tommy Marsh, Director for Brady Ware

Tommy Marsh

Atlanta, Georgia

tmarsh@bradyware.com

678.350.9500

Succession Planning

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:

  • Identify your goals as the business owner, including your post-retirement cash needs
  • Prioritize those goals to ensure they are addressed as needed
  • Identify and prepare a management successor
  • Identify an ownership successor, such as a friendly competitor, a family member, a private equity firm, or a key employee
  • Identify the best method for transferring ownership, with an accurate business valuation in mind
  • Develop a plan for ownership and management succession, with milestones and measurements built in
  • Integrate your succession plan with your estate plans
  • Develop an implementation strategy to ensure a smooth transition
  • Design a contingency plan
  • Monitor and adjust the plan as needed

We think of succession as a process, not just a plan. We work side by side with you, your family, and your management team, right through the final steps. The end result is a comprehensive succession process that meets your financial, business, and personal goals.

Tom Gmeiner, Director for Brady Ware

Tom Gmeiner

Dayton, Ohio

tgmeiner@bradyware.com

Jeff Jackson, Director for Brady Ware

Jeff Jackson

Richmond, Indiana

jjackson@bradyware.com

765.935.8203

David Petrill, Director for Brady Ware

David Petrill

Columbus, Ohio

dpetrill@bradyware.com

Tommy Marsh, Director for Brady Ware

Tommy Marsh

Atlanta, Georgia

tmarsh@bradyware.com

678.350.9500

Scroll Up