Proprietary Planning Processes

Lifetime Income Planning and Legacy Wealth Planning

Designed for high net worth individuals and their families who have questions about their financial future. These strategies map out how client’s can maximize cash flow, meet their needs and goals during their lifetimes.

This process organizes family finances currently, with a focus on how income is generated to maintain planned lifestyles. We then create a roadmap to help preserve the accumulation of wealth and plan for the transition for beneficiaries and heirs.

Upon completing the process, clients will receive a well-organized comprehensive guide including who to contact to help with administration, financial and legal decisions, where assets are located, how to access assets and generally bring financial continuity to simplify a transition when needed.

This process includes:

  • Financial planning
  • Estate Planning
  • Insurance planning
  • Investment planning
  • Business Legacy planning

*Please Note: The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors  LLC. is a separate entity from APW Capital, Inc.

Important Disclosure Information

 

     

     

 

 



Proprietary Planning Processes

Lifetime Income Planning and Legacy Wealth Planning

Designed for high net worth individuals and their families who have questions about their financial future. These strategies map out how client’s can maximize cash flow, meet their needs and goals during their lifetimes.

This process organizes family finances currently, with a focus on how income is generated to maintain planned lifestyles. We then create a roadmap to help preserve the accumulation of wealth and plan for the transition for beneficiaries and heirs.

Upon completing the process, clients will receive a well-organized comprehensive guide including who to contact to help with administration, financial and legal decisions, where assets are located, how to access assets and generally bring financial continuity to simplify a transition when needed.

This process includes:

  • Financial planning
  • Estate Planning
  • Insurance planning
  • Investment planning
  • Business Legacy planning

*Please Note: The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns.

Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors  LLC. is a separate entity from APW Capital, Inc.

Important Disclosure Information

 

.

 

 

 

 

 

     

    Mazars > Services > Mazars USA wealth advisors llc > Proprietary Planning Processes
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