Premium sell my business company California? Generally, the goals of estate planning are to provide for financial security in life and to maximize – given the client’s goals and objectives – the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider: Will and trust design strategies, Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan, Estate tax reduction techniques. Spectrum Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.
William Roland, a partner at Spectrum Wealth Partners, has been providing clients with financial advice since 1988, when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.
Whether you are a “C-suite” executive or a recent recipient of a stock incentive package, it is imperative you have a strategy to manage your company stock. Most companies offer non-qualified stock options (NQSO), incentive stock options (ISO), restricted stock units (RSU), or employee stock purchase plans (ESPP), all with specific rules, tax treatment, and planning opportunities. Our team is well equipped to assist our clients in implementing a strategy that integrates your company stock with your investment portfolio and financial plan to ensure you take full advantage of your company’s stock incentive plan. Discover additional information on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. Discover additional information on this website.