Advisor Weekly 12/10/2018
Submitted by Agrawal Associates on December 21st, 2018
A Personal Approach to Comprehensive Wealth Management
Managing your wealth is more than just managing your investments. It’s about developing a comprehensive plan that focuses on both short-term and long-term goals.
We are dedicated to professionally supporting, educating, and providing informed financial direction to each client, every step of the way.
The 10 Areas of Your Financial Life
At Agrawal Associates Private Wealth Management, we focus on 10 areas of your financial life.
By comprising a plan based on these areas, we believe no stone is left unturned. You will have a precise vision of your financial future, complete with a detailed strategy for getting there.
Investment Management
Build insightful investment management strategies to protect and grow your portfolio
Retirement Planning
Alleviate retirement fears with reliable investment solutions, including guaranteed income options
Risk Management
Protect your finances from the unexpected: health or legal issues, job loss, divorce and more
Tax Planning
Providing dedicated, careful strategies needed to maximize after-tax investment income
Cashflow Planning
Deep analysis and carefully considered strategies to maximize future growth and effective use
Debt Management
Take control of your debt through debt consolidation, proper planning, and payment prioritization
Estate Planning
Maximize benefits to your beneficiaries while minimizing tax burden and fees
Philanthropic Solutions
Achieve your philanthropic goals through trusts, charitable gifts and donations
Intergenerational Transactions
Strategies to help you transfer wealth to your children and grandchildren
Integration of All the Above
Every client is unique, and every solution is customized to fit your needs
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