Wealth Planning Offered Through NB|AZ® Wealth Advisors
Short-Term Or Long-Term Planning On Your Terms
With NB|AZ Wealth Advisors[cite::170::cite], you’ll work with a credentialed team of professionals to develop a wealth management plan customized to your objectives, risk tolerances, and your short- and long-term liquidity and financing needs.
Wealth Planning Services
Your wealth planning team will coordinate with your advisors, such as attorneys and CPAs, as needed throughout the planning process. Through this collaborative approach, we’re able to analyze, design and implement an integrated wealth plan to fit your specific goals.
The more complex your financial life becomes, the more you'll appreciate being a client of NB|AZ Wealth Advisors.
Planning For Every Stage In Life
Striving to Create and Build Wealth
- Consolidation of Assets
- Plan for the Unexpected (Insurance)
- Home Ownership (Debt Planning)
- Saving for Retirement (IRA/401K)
Aiming to Help Protect and Preserve Wealth
- Growth and Income (Stock Options)
- Facilitate Exit Strategy from Company (Business Succession Plan)
- Potential Health Concerns (Durable Power of Attorney)
Utilize Wealth in Life
- Tax Concerns (Gifting During Life)
- Philanthropy (Charitable Gifting During Life)
- Preservation of Wealth (Titling of Assets)
Wealth Legacy
- Protection of Wealth (Choice of Executor/Trustee)
- Transfer of Wealth (Distribution Plan for Spouse/Descendants at Death)
- Creating a Legacy (Charitable Inclinations at Death)
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