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Maximizing Business Wealth: Strategic Planning for Long-Term Success

Maximizing Business Wealth: Strategic Planning for Long-Term Success

by Kreitler Financial | Sep 12, 2024 | Financial Planning, Investment Planning

In today’s business landscape, the pursuit of wealth creation extends far beyond short-term gains. Business success may lie in strategic planning that paves the way for sustained growth and long-term prosperity. Let’s explore key strategies that may help...
Comprehensive Wealth Planning: Navigating Complex Financial Landscapes

Comprehensive Wealth Planning: Navigating Complex Financial Landscapes

by Kreitler Financial | Aug 8, 2024 | Investment Planning, Estate Planning, Financial Planning, Retirement Planning

Today’s intricate financial world demands more than just a piecemeal approach to wealth management. Comprehensive wealth planning addresses all aspects of an individual’s financial life, creating a cohesive strategy tailored to unique situations and...
How to Sustain Your Lifestyle in Retirement: A Guide for High-Net-Worth Individuals

How to Sustain Your Lifestyle in Retirement: A Guide for High-Net-Worth Individuals

by Kreitler Financial | May 21, 2024 | Investment Planning, Retirement Planning

Having a stable retirement plan is essential for every retiree, even for the lucky 10% who bid farewell to their career with a healthy seven-digit sum in their bank accounts. Even the wealthiest individuals can face unexpected financial challenges in retirement....
Why Diversification is Key for High-Net-Worth Individuals’ Retirement Portfolios?

Why Diversification is Key for High-Net-Worth Individuals’ Retirement Portfolios?

by Beau Tillinghast | Apr 16, 2024 | Investment Planning, Retirement Planning

While High-Net-Worth Individuals (HNWIs) may already have a head start financially, navigating retirement portfolios requires a strategic approach. The cornerstones of a successful retirement plan for any investor are asset allocation and diversification. These...
How Inflation Impacts Your Retirement Plan

How Inflation Impacts Your Retirement Plan

by Jake Ness | Jan 30, 2024 | Investment Planning, Retirement Planning

In a world filled with economic uncertainty, one question looms large in the minds of high-net-worth individuals: How will inflation affect my retirement plan? In this article, we will delve into the complex interplay between inflation and retirement planning,...
Mastering Mortgage Rates: Your Key to Home Financing

Mastering Mortgage Rates: Your Key to Home Financing

by Jake Ness | Dec 21, 2023 | Investment Planning

Homeownership can come with benefits such as equity, tax benefits, and more. However, the process of owning a home will involve mortgage rates for home financing if not paying cash. Understanding mortgage rates and how they work is key to getting the best deal. ...
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Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors

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