Investments & Wealth Management Services in Surprise, Arizona
Wealth Management Services
Whether you are purchasing a home, planning for retirement or the future of your estate, adjusting your lifestyle to a fixed income, or paying for college, your financial landscape is constantly evolving. You have a vision for the future - we all do. At Monheit Frisch Wealth Management LLC, we design goal-based, financial plans that help take your dreams from what if to when. If you are seeking wealth management services we can help.
We engage our clients in the entire financial planning process. By asking the right questions, listening to concerns and understanding life priorities, we can help you make better choices. As a true wealth management partner, you can rely on us to develop and monitor a tailored-to-fit plan. We will oversee every step of your dynamic financial strategy, keeping you informed as details change.
We believe that exceptional planning means accounting for every possible aspect of your financial future. To help us design a plan that perfectly fits and implement comprehensive financial solutions, the professionals at Monheit Frisch Wealth Management LLC systematically address ten key areas.
- Investment Planning
To make the resources you have work for you, we examine integrated asset allocation and portfolio design, customized asset management programs, diversification strategies and alternative investments.
- Tax Planning
We can review your financial situation and develop thoughtful strategies to minimize your tax liability. Our income tax and estate planning, tax-optimized investing, charitable planning and trust services can help make tax time a little less painful.
- Income Protection and Asset Preservation
You’ve worked hard for your money, let us help you protect it from common pitfalls. We can help determine if long-term care insurance, disability protection, income replacement and creditor protection options are right for you.
- Retirement Planning
We work diligently to ensure you’re set when the time comes to retire. Part of that preparation includes IRA rollover and distribution planning, income projection analysis, fixed-income strategies and qualified plan design and compliance.
- Business Planning
When you’re ready to start thinking about transition, you’ll want to ensure the financial security of your retirement, as well as the continued well-being of your business, by completing a succession plan. Our approach to business succession planning includes buy-sell agreements, non-qualified retirement plans and key employee retention.
- Estate Planning
Taxes, divorce, health issues, aging and death are uncomfortable topics. Nevertheless, it is crucial to have these difficult conversations if you want to plan for your family’s future. Without a formal estate plan, your assets are at risk of being mismanaged or even lost. We can help you develop a plan that addresses the transfer of wealth and tax reduction, charitable gifting and trust services.
Have you thought about what will happen to your finances in the event of an unforeseen event like death or disability? We believe in being proactive. We can help develop a plan that addresses life insurance analysis and design, long-term care insurance and disability protection.
- Education Planning
The average cost of a four-year college education continues to rise more quickly than the rate of inflation. The best approach is to start planning as early as possible. We can help guide you around long-term savings tools, including Coverdell Education Savings Accounts, 529 college savings plans, UGMA/UTMA accounts and trust services.
- Special Situations
It is important to us that our clients feel comfortable asking us those difficult, what if questions. We can provide customized solutions for your special situations, including divorce, incapacitation and control of assets.
- Debt Management
While debt can be used as leverage to make certain purchases, it can also lead to financial difficulties if it gets out of control. Our debt management services are designed to help you stay in control. Services include creditor protection and efficient credit management.
How It All Comes Together
For two generations, we have made a difference in the financial lives of our clients and their families in the greater Surprise, Arizona area. We understand the strategic and detailed interrelations between tax and wealth management. Because of that knowledge, we present our clients with a process that is both understandable and manageable.
Through customized wealth management services, our advisors can fulfill all your financial needs. As a full-service CPA firm, our clients benefit from our global perspective and our ability to identify opportunities that others may miss. Developing a plan that is in our client’s best interest and reflects their unique situation is our number one priority. We are proud to offer strategies that serve our client’s specific needs and goals. Whether you’re looking for a comprehensive written plan at a flat fee or for your trusted advisor to have discretion over the management of your accounts, we are confident that we can provide a customized solution in the simplest of terms.
By working with us, you will contribute to your own peace of mind, knowing you’re secure where you stand and that we will stand by your side as new situations arise. When you start with Monheit Frisch Group PLC:
- We will meet and have a conversation to make sure that our services and your goals align.
- We’ll ask questions and then, we’ll listen. We want to know your vision, goals, hopes and dreams. We’ll address all of your concerns and what if questions.
- We will create a detailed plan customized to fit your specific needs. Your plan will address each one of your goals and take into consideration tax-efficient strategies to help you reach those goals.
- We’ll make sure you understand the plan and are on board. Once you feel comfortable and confident, we will walk you through the logistics of implementation and next steps.
- You will have confidence knowing your dynamic plan won’t be ignored once it’s in motion. We will actively monitor your plan for key opportunities and make adjustments, when necessary.
You are an individual, living a unique life, in a unique financial position. We treat you as such. We don’t just crunch numbers, we provide planning services that create personalized solutions for your entire life. For more information on our investment and wealth management services, please contact David Monheit at Monheit Frisch Wealth Management LLC.