Financial Planning

Linn Wealth Management Provides Comprehensive Financial Planning for Individuals,

Families,  Business Owners and C-Level Executives.

A comprehensive financial plan includes all of the components of planning your estate, protecting your wealth and caring for your heirs after your death. It can include:

  • Business Succession Planning – preparing for the future of your largest potential asset
  • Estate Planning – wills, trusts and decisions about what happens when you die
  • Insurance Planning – protecting the people you love
  • Investment Planning – building wealth with guidance from our Linn Wealth Capital Management division.
  • Legacy Planning – how you want to leave a mark on your community and be remembered when you are gone
  • Special Needs Planning – protecting vulnerable family members

LWM specializes is guiding C-level executives of publicly traded companies, specifically on:

  • Form 4 filers, 144 and control groups
  • Percentage of company stock for their overall asset allocation
  • Targeting stock prices and timing for sale and diversification

 

We cater to each of our clients' needs to help them pursue their individual goals and objectives

as we help customize their path for success.

 

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today!

Or give us a call at 305.900.4702.