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Wealth Planning

Our wealth management clients receive a highly customized coordination of financial resources in order to create and maintain the confidence that their financial house is in order. The centerpiece to this highly customized approach is a holistic understanding of the client, specifically the values and priorities that guide financial decisions. Through this understanding we are able to leverage strategic partnerships and systems that monitor industry developments to maintain the prosperity that comes with knowing your wealth is being actively managed. 

Our ability to provide this specialized service stems from two sources: (1) the use of technology to aggregate real-time client financial information and access/monitor a broad array of financial resources and products, (2) the relationships we maintain with our strategic partners to ensure the right specialized planning and execution expertise is available when needed.


Our Wealth Management Resources

   

  • College Planning
  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Planning
  • Wealth Planning
  • Qualified Retirement Plans
  • Tax Planning/Strategies
  • Charitable Planning
  • Multigenerational Legacy Planning
  • Trust Services [1]


Professional Referrals Available [2]
   

  • Tax Returns/Preparation/Strategies
  • Cash Mgmt./Lending

 
Yaegers Financial Services wealth management approach is designed to clarify the complexities of finance by having our family of financial professionals help you make sense of all of the information available in today's market. Let us help you navigate these increasingly difficult markets and start to develop your wealth plan today.


[1] LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
[2] Professional service referrals are for outside services that are not affiliated with or endorsed by Yaegers Financial Services or LPL Financial