4 Pillars of Cola Wealth Advisors
Investments
- Investment selection and management
- Retirement/Income planning
- Expense analysis
- Risk management
- 401k management and advisory services
- Asset allocation
Insurance Needs
- Life insurance (Term, Whole, Hybrid, etc)
- Long term care
- Annuities (Fixed and Indexed)
Estate Planning
- Insurance as an estate planning tool
- Beneficiaries (Wills, Trust, TODS, etc)
- Business succession planning
- Charitable gifting to manage unified credit limits
Tax Planning
- Donor advised funds (DAF)
- Gifting strategies
- Tax efficient investing/portfolios
- Roth IRA/ROTH conversion strategies
- Tactical income planning. Do you know how to structure your income in retirement to maximize tax advantages?
