Advanced Financial Planning:

Advanced Financial Planning:

Leverage our skill sets to avoid making a financial mistake. At Pinnacle Private Advisors we manage your overall risk, save time, and make it possible for you to focus on the things that matter: your family, your business, and your TIME. Advanced financial planning is about creating a strategy that allows you to do the things you want, when you want, and with whom you want. Our fiduciary approach will give you the peace of mind that you are on track to living your best life, whatever that may be.

Advanced planning is the skillful leveraging of legal, regulatory, and financial expertise to enhance and safeguard an individual’s or a family’s net worth. Advanced planning entails leveraging the legal, tax, and regulatory systems to provide one or more of the following three often interconnected services:

  • Wealth enhancement is the process of using advanced planning strategies to mitigate taxes resulting in greater personal wealth creation. There are a wide variety of strategies that can be utilized to enhance wealth. The adept use of charitable trusts, for example, can be instrumental in enhancing wealth while also enabling the affluent to appreciably benefit others. For individuals with significant liquid assets, some of the most attractive strategies incorporate private placement life insurance or private placement variable annuities.
  • Estate planning is the process of legally structuring the future disposition of current and projected assets. Basic estate planning employing such strategies and financial products as credit-shelter trusts and traditional life insurance is fairly straightforward and sufficient for many of the affluent. For people with more complicated scenarios, there are a plethora of more sophisticated strategies including self-canceling installment notes, granter retained annuity trusts, and remainder purchase marital trusts.
  • Asset protection planning is the process of employing risk management products and advanced planning strategies to ensure an individual’s or a family’s wealth is not unjustly taken. Moving beyond the astute use of property and liability insurance, some of the strategies are quite rudimentary and predicated on dissociation. More sophisticated approaches to asset protection planning incorporate transformation strategies. The use of captive insurance companies is also very effective in the right situations.

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David Wu is a licensed insurance agent, and he offers Insurance products that is considered an outside business activity and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.

Sonny Rai, David Wu, Tim Garretson, and Mickey Welcher are Investment Advisor Representative with Dynamic Wealth Advisors dba Pinnacle Private Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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