Comprehensive Planning
We Develop Customized Financial Plans That Reflect Your Values and Our Knowledge
As a client of Wunsch Financial Services, you can feel confident that we put your interests first by using a personalized approach specific to your needs and goals. By understanding your entire financial history and current situation, we can develop a plan based on what you want to accomplish with the wealth you’ve worked so hard to accumulate.
As a trusted advisor with more than 30 years of experience, we can assist you in these and other areas:
- Estate Planning
Estate planning document(s) review
Wealth transfer strategies
Beneficiary review
Philanthropic planning
Charitable trust strategies
Private foundations - Investment management
Asset management strategies
Tax-sensitive investments
Concentrated stock strategies - Asset protection
Life insurance analysis and review
Disability insurance analysis and review
Long-term care insurance
Planning is a complex process with many moving parts. Our experience allows us to identify potential issues, as well as opportunities, as we work to keep your plan relevant throughout life’s inevitable changes.
We work with your trusted outside professionals
Seeking to preserve your wealth and planning for the future may involve coordination with other professionals who can provide complementary areas of specialization. We have a long history of working with successful individuals and families to coordinate all aspects of their wealth planning by working with other trusted professionals including CPAs, attorneys and bankers.
