Preserve & Protect Wealth
Maximizing your wealth involves building a plan to pay less fees and less taxes. This is how wealth is Preserved & Protected.
We will help you identify “Your Number” and whether you have any excess wealth using 2 main tools: the Wealth Enhancement Plan (WEP) and the Insured Asset Class (IAC).
Does your current plan…
Maximize your wealth & match your financial security needs?
Take advantage of all personal and corporate tax efficiencies?
Have an appropriate fee structure based on your level of wealth?
Allow you to remain sustainable and incorporate your needs?
This is how we can help
We constantly challenge the relevancy and sustainability of what you may have done in the past in order to align with your current goals & values.
To learn more contact Haunn Landers & Co today by calling us directly, or leaving your name, number and preferred time of contact so we can call you back on your schedule.