Our Services

 

At Ward Aguilar Financial, Inc. we provide clients with guidance, information, and tools to address the following:

    • Wealth management
    • Asset protection
    • Business transfer and succession planning
    • Wealth transfer strategies
    • Family-business consulting
    • Estate planning
    • Charitable giving programs
    • Life insurance planning

 

What is Wealth Management?

Wealth management is about much more than gathering assets and managing investments.  It may include any of the following:

Investment Services:  analysis of current investments and/or connecting clients with a variety of investments from stocks, bonds, managed accounts, mutual funds, alternative investments, real estate, and other domestic and international investments.

Tax Services: assessing the tax implications of investments, estate planning, charitable giving and business plans.

Estate Planning:  working with experienced trust attorneys to set up trusts, insurance trust, foundations or other estate planning techniques to minimize estate tax liabilities.

Family and Small Business Services:  succession planning and assistance with business valuations, employee benefits, buy-sell agreements and insurance needs.

Asset Services:  working with experienced accountants and other professionals to evaluate purchases, management and sales of major assets such as houses, condos, planes, boats, cars and artwork.

Charitable Giving:  guidance in philanthropy in terms of maximizing giving opportunities and taxable events.