Success in life brings rewards—and challenges. Clients at Chase Investment Counsel include career professionals, those in or nearing retirement, and individuals and families experiencing significant life or financial events such as inheritance, widowhood, divorce, or sale of a business. We have many years of experience with these situations and welcome the chance to share it with you.
Money In Motion
Life brings changes. Some are more welcome than others. New found wealth, such as an inheritance, often raises many questions.
What should I do with my new found wealth?
How much should I spend and how much should I invest?
Will this money change my tax situation?
Do any estate plans need to be changed?
There are no one-size-fits all answers to these questions. Every situation is unique. The beneficiary of an inheritance has different issues than someone losing a spouse either through death or divorce.
We listen as you make sense of your new situation. We’ll analyze your options and discuss them with you. When you decide on a direction, we can create a plan to preserve and grow the assets you have. And as your new situation changes, we will help adjust that plan as necessary.
Generational Wealth Transfer
Choosing between priorities creates challenges in generational wealth transfer.
Determining how to allocate an inheritance means balancing priorities.
Managing your finances as a single person requires a mindset change.