Wealth Management

Wealth Management

 

The complexities of today's changing tax laws as well as volatile global economic conditions demand that you have a team of competent professionals assisting you with:

  • Estate Planning
  • Investment Management
  • Insurance Services
  • Wealth Transfer Strategies
  • Business Continuation Planning

 

Estate Planning & Insurance Services

We can help you to reduce the heavy burden of estate taxes with tax reduction strategies.  We can help design a comprehensive estate plan so you you can take solace in knowing that your legacy will pass to your heirs with as little interference from the courts or tax authorities as possible.  Additionally, administration in the event of disability or other incapacity should be addressed. Contact us today at (530) 244-7526 or e-mail to tjwood@royalaa.com

 

Investment Management

We have numerous investment management platforms to help you grow and preserve your wealth.  From well diversified asset allocation programs from some of the top institutional money managers in the country to customized individual private asset management accounts, we can help develop the wealth management program that is right for your specific financial needs.  Contact us today at (530) 244-7526 or e-mail to tjwood@royalaa.com

 

Insurance Services

We can help you put together many different tax-efficient plans using life insurance.  Whether we utilize a Irrevocable Life Insurance Trust (ILIT) to lower your estate taxes and future income taxes and to have the funds available when you need them to meet your estate tax burden or we use a Charitable Remaining Trust to lower current and future taxes, we can help you put together a strategy to continue the legacy you worked hard to build.  For insurance quotes or estate planning information, complete the contact form, call us at (530) 244-7526 or e-mail to tjwood@royalaa.com .

 

Business ContInuation Planning

You worked hard building your business, but what happens to this business if you die, become disabled, or simply want to retire?  Many business owners fail to consider what will happen to the value of their business if they are no longer able or no longer want to manage their business on a day to day basis.  Who will buy the business?  Where will this successor find the financing?  Will you be forced to take payments over 20 years or worse see the market value plummet?  Well we can help you with effective strategies to be sure your business plans continue to provide you and your family with the resources you need and want under any circumstance.  For more information, complete the contact form, call us at (530) 244-7526 or e-mail to tjwood@royalaa.com .

 

All Investing involves risk including the potential loss of principal. No investment strategy such as asset allocation can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. 

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary. Royal Alliance Associates, Inc., does not offer tax or legal advice