Charitable and Gift Planning

What Will Your Legacy Be?

There are many ways to support causes you deeply care for. However when you plan a gift, its best to plan it as part of your overall estate or financial plans.

Planned gifts are not the result of great wealth, but rather of a great desire to make a lasting impact.

Charitable giving may be done with the best of intentions on the donor’s part, but unless it is done carefully, the donor may lose tax benefits that he or she hoped to obtain, and problems may also arise for the donee organization.

Worse, the problems faced by the donor or donee may not be solvable, at least not in any acceptable way. It is best, by far, to be a problem avoider when it comes to gift planning.

Contact us to learn more about developing a long-range strategy to protect your loved ones and ways you can create a meaningful legacy for future generations.

Are you a risk-taker or a prudent investor?
How much risk is built into your current portfolio?
How much risk should you have to endure to reach your investment goals?

Riskalyze offers you the ability to determine your own risk tolerance – and determine matching investments – with objective, qualitative measurements. No more “going with your gut”. No more “betting on a hunch”. No more “following the crowd”. Instead, we will be able to customize your investment portfolio based on your individual risk tolerance score, with an investment strategy that scrupulously matches your preferred risk tolerance level.

Let us Check the Health of your Portfolio with our FREE Risk Assessment & Analysis Today!

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