What happened to the idea of Easy Street? The road to affluence is supposed to be the hard and complicated part. Finally, you can relax and enjoy the life you envisioned for yourself, your family, and your business. Only, advisors keep bringing you complex financial and legal strategies spelled out in jargon and spreadsheets.
Our experience says simplicity is a critical component of wealth enjoyment. What brings clients closure and satisfaction are lucid and impartial planning options, leading to informed decisions, supported by a guided implementation and oversight process.
Through all the chapters of your success story you felt what it means to prosper. Yet once you reach your goals you might not feel you reached prosperity. In fact, most affluent families question if they can sustain their lifestyle for a lifetime. They can’t be certain what will be left for children and grandchildren, let along their legacy goals.
We can measure prosperity for you. Tell us your lifestyle goals and allow us to evaluate your assets. In virtually every instance clients realize they have assets to lock in lifestyle goals and lock out doubts. That’s half of wealth enjoyment. The other half is to increase control over your reserve assets that will be left for the next generation and for philanthropic aspirations. The professionals at Udell Associates can show you options to help minimize tax erosion, optimize reserve asset value, equalize estate assets, and fund estate tax liabilities.
Nothing energizes enjoyment like confidence in your future, the future of generations to follow, and the future value of your legacy. It starts with enjoying a solid framework supporting your lifestyle goals. It continues with benchmarks to keep you on course and in control. It leaves you free to enjoy appreciation that should come with a successful life.