FINANCIAL PROFESSIONALS
ADVICE. INSIGHTS. A PERSONALIZED PLAN CENTERED ON YOU AND YOUR GOALS
WHY FINANCIAL PROFESSIONALS ARE KEY TO YOUR ESTATE PLAN A well-crafted estate plan doesn't exist in a vacuum, it should work hand-in- hand with your financial plan. Financial professionals such as financial advisors, wealth managers, and fiduciaries play a critical role in protecting and growing the assets that make up your legacy.
With over 25 years of wealth management experience, Cara brings a uniquely diverse background, from Private and Business Banking to advising ultra-high net worth individuals across a range of comprehensive financial needs. At Morgan Stanley, she offers customized portfolios and tailored wealth planning strategies to achieve your life’s ambitions. MEET CARA M. PAYNTER CEPA, SENIOR VICE PRESIDENT FINANCIAL ADVISOR AT MORGAN STANLEY
When attorneys and financial advisors collaborate, your plan becomes stronger, more resilient, and aligned with your values. At Snyder Law, we work closely with financial professionals to ensure our clients’ legacies are legally sound and financially stable. “Your legacy is more than just a document — it’s a lifelong strategy. Working with your financial professional helps bring that plan to life.”
WHY WORK WITH CARA?
HOLISTIC WEALTH PLANNING, BUILT AROUND YOU
HOW THEY HELP
Cara has helped her clients navigate through the most challenging market conditions over the years, with a hands-on financial strategy and high service standards, she is dedicated to earning your trust. Cara is focused on both preserving and growing wealth, in alignment with your values and lifestyle. Through Morgan Stanley’s world class global wealth management capabilities, Cara offers direct access to premier investment platforms, elite market research, and a wide range of traditional and alternative investment opportunities.
•
Retirement Solutions (IRA’s, 401(k), rollovers, income planning) Family Wealth Planning (advanced estate strategies, 529 plans, special needs) Business Services (succession planning, qualified retirement plans, Key person, buy/sell agreements) Charitable Giving (donor-advised funds, foundations, endowments)
• Coordinate retirement account and life insurance beneficiary designations with your estate plan
•
•
• Advise on tax-efficient asset distribution strategies
•
•
Tax Advantage Strategies and Life Insurance Solutions
• Guide investment decisions based on long-term family goals
Contact Cara M. Paynter CEPA: (949) 365‑5377 | (949) 741‑4480 E. cara.paynter@morganstanley.com
• Support funding of revocable or irrevocable trusts
28202 Cabot Rd, Suite 500, Laguna Niguel, CA 92677 https://advisor.morganstanley.com/cara.paynter
• Help avoid liquidity issues that may arise in probate or trust administration
Morgan Stanley Smith Barney LLC. Member SIPC CRC 4608107 07/25
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.
8 | SNYDER LAW
Made with FlippingBook Digital Proposal Creator