Transfer
Once you’ve completed your journey through life, you will leave family, loved ones, or cherished institutions still on their path to wealth, and you may want to transfer your remaining assets to them. At WMI, we offer a range of services to help you transfer wealth, whether a simple bequest to children or grandchildren, or more complex strategies to multiple beneficiaries for multiple purposes. In any case, we can work with you to develop sound strategies to transfer funds efficiently and safely, per your wishes.
We accomplish this by offering the following...
Financial Planning
Estate Planning
Retirement Distribution
Retirement Accumulation
Business Services
Tax Planning
College Planning
Short Term Goals
Social Gifting
Investment Management
Mutual Funds
Annuities
Stocks
Bonds
Exchange Traded Funds (ETFs)
Certificates of Deposit (CDs)
Separately Managed Accounts
REITs
Risk Management
Property & Casualty Policies
Life Insurance
Long Term Care Insurance
Disability Coverage
Medicare Supplements
Medicare Advantage Plans
Health Insurance
Short Term Medical Coverage
Tax & Trust
Personal Tax Prep
Business & Foundation Tax Prep
Wills & Trusts
Bookkeeping
CFO Services
Financial Consulting
Business Formation/Consulting
Audit Services
*Some of the services mentioned are offered by our alliance partners, Strategic Tax Planning LLC (STP) & Family Legacy Planning LLC (FLP). Advisory services offered through Wealth Management International, Ltd. (WMI), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through Strategic Tax Planning LLC (STP). Insurance and risk management services offered through Family Legacy Planning LLC (FLP). WMI and STP are separate companies, but affiliated by ownership and control. AWM and FLP are separate companies and not affiliated with any other entity.
