Premier Wealth Management Branding Booklet

CREATE & BUILD WEALTH Š Š Consolidation of Assets

PROTECT & PRESERVE WEALTH Š Š Growth in Income (Stock Options) Š Š Facilitate Exit Strategy from Company

Š Š Plan for the Unexpected (Insurance) Š Š Home Ownership (Debt Planning) Š Š Saving for Retirement (IRA/401K)

(Business Succession Plan) Š Š Potential Health Concerns (Durable Power of Attorney)

WEALTH LEGACY Š Š Protection of Wealth

UTILIZE WEALTH IN LIFE Š Š Tax Concerns (Gifting During Life) Š Š Philanthropy (Charitable Gifting During Life) Š Š Preservation of Wealth (Titling of Assets)

(Choice of Executor/Trustee) Š Š Transfer of Wealth (Distribution Plan for Spouse/Descendants at Death) Š Š Creating a Legacy (Charitable Inclinations at Death)

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