Wealth Preservation – Protect Your Assets

You’ve worked hard to get where you are – protect what you’ve built with assistance from a lawyer who understands your personal and professional goals.

When you begin to focus on Estate Planning, it’s fairly easy to get swept away in all of the different investment options and fail to consider protections for the wealth you’ve already amassed. At Graham Capital Advisors, we know what a mistake that can be which is why our number one priority for new clients is providing legal assistance. Part of what makes Graham Capital Advisors unique is our comprehensive understanding of the “legal behind the financial”.

The first step in securing your customized financial plan is meeting with our legal team to evaluate your current situation and ensure all of the proper legal documents are in order.

Graham Capital Advisors will:

  • Be there to help you solidify your foundation, protecting you from potentially costly pitfalls related to a variety of life events, such as health issues, divorce and more.
  • Set up a revocable trust (a living trust that can be changed at any time) to appoint a trustee to manage your assets and/or protect your assets in the event of death or disability.
  • Protect your 401K.
  • Implement any other necessary financial protections to complete your customized personal and professional financial, estate and tax plans.

From Wills and Trusts to Health Directives and Powers of Attorney, Graham Capital Advisors will place initial priority on reviewing your current legal documents to protect what you’ve already built. With Graham Capital Advisors, you can be confident knowing that your work and accomplishments are continuously protected. 

Next, we will analyze your current investments and advise you on future security investment opportunities, working closely with you to customize an investment plan that meets your specific needs and concerns.

Unlike many of our peers, our business isn’t about “selling” investments. We place great value on building strong relationships with our clients and provide counseling on a case-by-case basis, realizing each client has unique goals and challenges.

Following the Rule of 100, Graham Capital Advisors will ensure you are able to maximize your investment potential, while ensuring your current assets are safe and sound. We will encourage you to focus on making long-term investments and developing diversified portfolios. Our goal has always been the same – to help you prepare and plan for life.

The decision to begin the financial planning process should not be dismissed or put off. The earlier your plan begins, the greater your reward potential is. It is never too early, or too late, to begin preparing for the future.  Request a Complimentary Consultation today!

“It’s not what you have. It’s not what you earn. It’s what you get to keep.” –David Graham, The Retirement Guy