Our approach is cross-disciplinary, and it is what sets us apart.

A well thought-out, designed, and executed financial plan, coupled with a solid tax plan, can alleviate anxiety. It can also fortify wealth while you are alive by using asset preservation strategies within your estate.

For this reason, we have a network of professional in a variety of specialties who come together to develop one cohesive tax and estate planning program that meets your needs. By leveraging tax-advantaged methods with your CPA, or legal structures with your Attorney, and having honest conversations about how you want to spend your later years, we can help you.*

After collectively discussing your goals, we will analyze existing pieces of your financial plan to identify gaps, contradictory instructions, and issues that could inadvertently trigger probate action or tax exposure.

Our team can help you:

• Thoughtfully determine the distribution of assets
• Manage and mitigate estate-tax liabilities now and in the future
• Protect standards of living with appropriate life insurance products
• Achieve charitable and legacy objectives
• Protect heirs and their inheritance from divorce and legal action
• Preserve and help protect wealth for future generations

We realize that many people have complex lives with multi-generational wealth to protect. By listening to you, our team of advisors has an ability to make your tax and estate planning process more comfortable.

Risk management

We believe your comprehensive financial plan must consider and prepare for the unexpected, such as accidents, illnesses, and disability. Our team helps you to think ahead and to consider different scenarios and prepares contingency plans to address them. We understand that while all risk cannot be eliminated, whenever possible, it can and should be mitigated. We constantly evaluate existing risk management strategies and, as needed, recommend necessary solutions for life, disability, and long-term care coverage.

Alternative investments

We believe in the appropriate use of alternative investments as a source of reduced portfolio correlations, especially in times of market instability. Depending on the circumstances, your portfolio may include allocations to alternative investments such as real estate, commodities, or structured products. We may use them to boost returns, generate income, and provide diversification from traditional investments. This gives us the opportunity to offer you something you are not getting elsewhere: fresh investment perspectives.**

Disclosure:

* Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Symboliq Wealth Management, LLC and Secutities America financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

** Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.