Premium college planning experts Bay Area? Generally, the goals of estate planning are to provide for financial security in life and to maximize – given the client’s goals and objectives – the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider: Will and trust design strategies, Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan, Estate tax reduction techniques. Spectrum Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.
James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner2 with Sagemark Consulting Private Wealth Services3 and is also a member of The Resource Group4 and Premier Partners5. James is also a Legacy Certified Advisor. James was voted Planner of the Year for both 2000-2001, and New Organization Associate upon joining Lincoln Financial Advisors in 1997. James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.
Whether you are a “C-suite” executive or a recent recipient of a stock incentive package, it is imperative you have a strategy to manage your company stock. Most companies offer non-qualified stock options (NQSO), incentive stock options (ISO), restricted stock units (RSU), or employee stock purchase plans (ESPP), all with specific rules, tax treatment, and planning opportunities. Our team is well equipped to assist our clients in implementing a strategy that integrates your company stock with your investment portfolio and financial plan to ensure you take full advantage of your company’s stock incentive plan. Discover extra details on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
At Spectrum Wealth Partners, we follow the Lincoln Financial Advisors philosophy of “Service first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations all around the Bay Area we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local advisor, while having access to the significant resources a Fortune 500 financial firm offers. Find more information at here.