At Fickling Wealth Management we provide expert advice to meet the wealth management needs of professionals.
Some examples of the situations in which our team can help include:
- Help manage your personal, holding company and business financial assets
- Assist in structuring your affairs to both safeguard assets and minimize taxes
- Grow and protect your wealth
- Aid in balancing your current needs with a savings strategy that will help you achieve your long-term financial goals
- Fund educational and living cost of children, grandchildren in a tax-efficient manner
- Transition your business tax-efficiently
- Provide a maximum long-term benefit and value for your charitable donations
- Provide connections requiring specialized tax and estate planning assistance for U.S. and international individuals
Are you a doctor/dentist, accountant, lawyer, academic or skilled professionals? We are here to help you with your complex financial future.
Talk to us today