ReImagine
ReImagine Intro Video. 3 minutes 45 seconds.
by
RETIREMENT
WEALTH ADVISORS
One Plan,
Built in Order.
One Plan, Built in Order.
Everything you’ve built,
working as one.
One senior team for your taxes, investments, estate, and family.
ReImagine Private Client by Retirement Wealth Advisors is for families with significant wealth and more moving parts. You work with one senior team that coordinates your CPA, your estate attorney, and your investments. The result is one plan, kept current every year.
Why ReImagine?
Most families at this level have good advisors who rarely talk to each other. Taxes get filed but not planned years ahead. Trusts get signed but not funded. A sale gets planned after the offer arrives. ReImagine closes those gaps.
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Keep more of what you've built by planning taxes years ahead with your CPA.
With ReImagine,
you can:
Sell a business or property on your terms, with the plan in place before the deal.
Reduce a concentrated stock position at a measured pace, with tax costs in view.
Pass wealth to children and grandchildren with less tax and fewer surprises.
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Hand the coordination to one team, and get your time back.
THE REIMAGINE PROCESS
One plan, built in order.
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An unhurried hour with Eric about your family, your wealth, and your priorities.
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We gather everything you own and meet the advisors you already use.
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A portfolio built from your plan, including concentrated positions and private holdings.
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Several years of tax planning, done with your CPA before decisions are made.
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Your estate plan put into practice, and your family prepared for it.
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Insurance, liability, and titling reviewed together, so nothing is left exposed.
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Regular strategy meetings and one point of contact, every year.
Your advisor, CPA and attorney,
at the same table.
Who's a good fit?
Business owners who are planning a sale or succession.
Executives and investors with concentrated stock or large gains.
Real estate families with properties, partnerships, and heirs to plan for.
REIMAGINE IS BUILT FOR:
