Early planning is key to a good asset management plan. These plans use several vehicles to help manage risk with your money, including qualified retirement plans, trusts, family limited partnerships, LLCs, and more. We will work closely with your estate planning attorney to institute a personalized wealth management program to suit your specific needs.
Asset Management Planning
We value your money as much as you do. That’s why at ThriveLife360, we offer several investment options, some with various levels of risk which may that can help you weather financial market gyrations and threats. This includes:
- Future creditors
Our ultimate goal is to help you plan, protect, preserve, grow, and transfer your wealth.
Irrevocable trusts allow clients to remove their ownership rights on specific assets and give them to another party. The intricacies of an irrevocable trust can be learned with the help of our advisors, who will walk you through the legal and financial process. If you decide to set one up, we’ll work closely with your attorney to help them incorporate effective estate planning strategies.
Management of Family Wealth
We know you work hard for your money, but now it’s time to make it work for you. Our advisors work directly with you to help pursue your individual portfolio planning and asset growth goals. At the end of the day, we want to see you and the future generations of your family achieve financial confidence.
Limiting Liability Exposure
Owning assets comes with certain liability risks. Our financial professionals work hard to limit your liability exposure while continuing to work toward your personal goals.