Navigate Retirement With Confidence.
Retirement is a journey that requires careful navigation and expert guidance. With AMS, you gain a partner dedicated to ensuring your financial stability and prosperity throughout your golden years, optimizing your assets and investments to meet your unique needs and goals.
Estate Planning & Wealth
Securing your legacy and ensuring a smooth transfer of your wealth to the next generation requires strategic estate planning. Our services in this domain are comprehensive, encompassing everything from wills and trusts to tax strategies, all designed to protect your assets and ensure they are distributed according to your wishes.
Advanced Strategies:
Generation-Skipping Trusts: Protect your wealth across multiple generations while minimizing estate taxes.
Charitable Remainder Trusts: Provide for your beneficiaries and support charitable causes, optimizing tax benefits.
Family Limited Partnerships: Maintain control over your assets while facilitating wealth transfer to your heirs.
Our fee-based structure ensures that our advice is always in your best interest, focused on preserving your wealth and securing your legacy.
College Funding and Education
Investing in the future of your children or grandchildren is a priority for many, and our College Funding and Education Planning services are designed to help you do just that. We provide strategies to optimize your savings, minimize taxes, and ensure that the funds are available when they are needed.
Advanced Strategies:
529 College Savings Plans: Take advantage of tax-free growth for qualified education expenses.
Coverdell Education Savings Accounts: Utilize tax-advantaged accounts for education expenses from kindergarten through college.
Custodial Accounts: Set aside assets for a minor, with potential tax benefits.
Our fee-based approach ensures that our guidance is tailored to your specific goals, helping you invest in the future of your loved ones.
Financial Protection against Natural Disasters, Recessions, or Inflation
Ensuring your financial stability in the face of unforeseen events is crucial. Our strategies for Financial Protection are designed to safeguard your assets against natural disasters, economic downturns, and inflation, ensuring your financial resilience.
Advanced Strategies:
Diversification: Spread your investments across asset classes and geographies to mitigate risk.
Emergency Funds: Establish a solid emergency fund to provide a financial cushion in times of need.
Inflation-Protected Securities: Invest in assets that provide protection against inflation.
Our fee-based model ensures that our recommendations are always made with your financial security in mind, providing unbiased advice to protect your wealth.
Ready to secure your financial future and navigate retirement with confidence? Schedule your call with AMS RIA today, and let’s start building a comprehensive plan tailored to your unique needs and goals. Your peace of mind is our top priority, and we are here to guide you every step of the way.