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The right team for the job

Services Offered

From bookkeeping, to creating an estate plan, tax strategy and filing, to setting up and leveraging an overfunded whole life insurance policy, we have specialized teams to serve you.

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Life Insurance

Whether it's term life insurance or whole life insurance, the team at BetterWealth works with you to customize a plan that fits your exact wants and needs.

Protect your legacy and take care of your family long after you're gone. Take the first step today by talking with one of our team members and seeing what the best plan is for you.

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The And Asset

We emphasize the value of overfunding when setting up your policy. In typical financial planning, whole life insurance is designed to get the most death benefit for the cheapest cost. In overfunded whole life insurance, the focus is on maximizing the living benefits while minimizing the death benefit. It’s a strategic approach for those who want to optimize and use their life insurance while alive, not just as an asset that kicks in on their death.

When whole life insurance is set up and used properly, it becomes an incredible foundational asset that builds a strong base for your finances. It grows your money over time, provides many protection elements including the death benefit, AND allows you to access your money to use however you want. See below for a comparison between The And Asset vs. a typical whole life insurance policy.

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Tax

Tax Analysis

Provide clarity on what's most important to you and why you want to invest in the first place.

Tax Strategy

An analysis of your risk tolerance and current fee structure.

Tax Savings

Recommendations based on your desired outcomes and risk analysis.

Other services offered: Bookkeeping, Fractional CFO, Family Foundations

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Estate Planning Client Session Financial Planning
Estate Planning

Protect your legacy With Confidence

  • Estate Documents with Unlimited Revisions

  • Revocable Living Trust

  • Last Will & Testament & Pour-over Will

  • Healthcare & Financial Powers of Attorney

  • Advanced Directives for Healthcare

  • Guardianship Documents

  • Holdback & Sub Trusts

  • Marital Trust

  • Pet Directives

  • NO ON-GOING FEE

  • Personally Encrypted Data & Document Vault

  • Real Time Net Worth Tracker

  • Emergency Access Delegation

  • Estate Tax Estimator

  • Estate Visualizer

  • & MORE !

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Retirement Planning
Retirement planning is essential for securing your future and maintaining peace of mind. Our retirement planning service offers personalized strategies to help you build a comfortable, worry-free retirement. Whether you're starting early or nearing retirement, we provide expert guidance to ensure your financial goals are met.

We work with you to assess your current situation, forecast future needs, and develop a customized plan that includes investment strategies, tax-efficient solutions, and risk management. With our service, you’ll have access to a range of retirement accounts ensuring your savings grow efficiently.

Our team of experts stays updated on the latest financial trends, ensuring your plan adapts to changes in laws, market conditions, and your life circumstances. We help you navigate the complexities of retirement so you can focus on what matters most—enjoying the fruits of your labor.

Retirement planning is not just about saving money; it’s about creating a financial foundation that provides freedom and security for your future. Let us guide you every step of the way, so you can retire with confidence, knowing you’ve made the right choices for your financial future.

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BetterWealth Office
 

BetterWealth Office is a comprehensive solution designed to manage and protect your family’s wealth across generations. We offer a unified team of experts, including estate planners, legal professionals, and financial advisors, all dedicated to preserving your legacy and ensuring the seamless transfer of wealth.

Our service begins with the creation of an irrevocable trust, strategically structured to minimize taxes and protect assets from creditors. With personalized, tailored estate planning, we ensure that every detail is handled, from succession planning to charitable giving, aligning your family's financial goals with your values.

Beyond estate planning, our team will help optimize investments, mitigate risks, and streamline your financial operations, empowering you to focus on what matters most. Whether it’s managing real estate, overseeing philanthropy, or protecting family interests, we are here to safeguard your wealth for the long term.

With a single, trusted point of contact, our BetterWealth Office offers the sophistication and confidentiality your family deserves, creating a seamless experience in managing your wealth for generations to come. Entrust your legacy to a team committed to your family’s success and security.

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