WHITESPACE FINANCIA, LLC
A Boutique Investment & Wealth Management Company

Wealth Management

WhiteSpace Financial takes a broad and deep view of the markets, money, wealth, business, and family that surround you in the WhiteSpace. We discuss 12 specific issues with you on an ongoing basis:

          WhiteSpace Financial’s 12 Wealth Management Issues

1.         Investments

2.         Insurance and health care

3.         Liabilities and spending

4.         Qualified retirement plans and individual retirement arrangements (IRA)

5.         Business succession planning/company stock and company stock options

6.         Durable Power of Attorney

7.         Gifting to children (children and money: gifting and spending)

8.         Charitable giving and involvement

9.         Choice of executor, co-trustees, successor trustees, and beneficiaries

10.        Proper ownership of assets (types of trusts, joint tenancy, etc.)

11.        Distribution of wealth at death

12.        Charitable intentions at death

13.        Death prevention

WhiteSpace Financial has the credentials on staff (Certified Financial Planner, Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, etc.) to deal proactively with our clients to address our 12 Wealth Management Issues. Welcome to our WhiteSpace.

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Copyright © 2009 White Space
Last modified: 03/17/09