Meeting The Need
Ashford Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, has for years helped clients grow their wealth. But as their investment, tax and estate needs evolved, our clients needed a more comprehensive approach. That is the purpose of One Financial Alliance (1FA).
Your 3 Biggest Challenges
1FA recognizes that most families face three major wealth challenges:
You need to manage the wealth you’ve built through periods of market volatility.
You need to reduce your taxes to keep all the wealth you’re entitled to.
You need to organize your estate so your family benefits from it the way you intend.
While you may know people who can assist with these challenges, they’re not in the same room and don’t have access to the same information.
A Comprehensive Approach
To meet these challenges, 1FA serves your family with a team of highly skilled wealth management, tax strategy, and estate planning experts. Working in close coordination, they create a comprehensive plan to manage your wealth, minimize your taxes and protect your legacy.
It’s all connected.
The value of the 1FA approach becomes clear when you consider how your wealth, tax status and estate needs impact each other. For example, your retirement fund might benefit from buying or selling a particular investment. That transaction could have significant tax implications. And those tax concerns could impact the scope and value of your estate. Your 1FA team can consider all those implications in real time and save you considerable time and worry in the process.
