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Planning Services

What planning services does Wealth Architects offer?

  

  • Tax & Estate Planning

  • Tax Reduction & Minimization Strategies

  • Unique Financial Strategies Tailored to Clients Individual Needs

  • Farm Succession Planning

  • Retirement Planning

  • Retirement Income Structuring

  • Guaranteed Retirement Income

  • Executive Financial Planning

  • Insurance Consulting

  • Fee-for-Service Financial Planning*

  • Intergenerational Wealth Transfer

  • Lifelong Income Planning for Professional Athletes

  • Charitable Giving