Comprehensive Wealth Management

The professionals at Weaver and Tidwell Financial Advisors, Ltd. are here to provide you with comprehensive wealth management services. A cut above the traditional investment manager, we can assist you with ALL your financial planning needs. You can engage us to either provide single subject advice or develop a comprehensive financial plan. While our four primary service areas are detailed below, our affiliation with Weaver and Tidwell, L.L.P. enables us to provide you with other key services including sophisticated estate planning, retirement plan design and administration and tax return preparation as well as planning. Here is more on our primary services:

1. Creating and Growing Wealth through Appropriate Investments, Adequate Insurance, and Minimizing Taxes
   1. Help define and prioritize your personal financial goals
   2. Assess your risk tolerance and time horizons
   3. Analyze and determine whether or not your goals can be met
   4. Tailor recommendations to best meet your specifications
   5. Implement the program and coordinate with other professionals
   6. Periodically monitor the progress and communicate recommended changes
   7. Evaluate impact of changing circumstances, both personal and economic
   
   
2. Protecting and Preserving Wealth
   1. Analysis of overall investment portfolio
   2. Optimize asset allocation and diversification
   3. Consider tax sensitivity of portfolio
   4. Analysis of overall insurance plan including life, disability and long-term care needs
   5. Determine insurance appropriateness, adequacy, and cost effectiveness
   6. Keep client focused on goals
   
   
3. Planning for the Distribution of Wealth during Life
   1. Qualified retirement plans - investment and distribution issues
   2. Executive stock options - funding, transferability, and tax issues
   3. Business succession planning - continuity issues
   4. Gifting to descendents - control and tax issues
   5. Charitable gifting - planning, tax and control issues
   
   
4. Planning for the Distribution of Wealth upon Death
   1. Titling of assets
   2. Executor/Trustee issues
   3. Distribution to spouse
   4. Distribution to descendents and others
   5. Issues of tax efficiency, control, and management

The comprehensive wealth management team at Weaver and Tidwell Financial Advisors, Ltd., is ready and available to coordinate your financial team. Remember... "to centralize accountability is to improve efficiency."