SERVICES
IHT Wealth Management specializes in the development of goal-based financial strategies for individuals, families and businesses. Our experienced financial advisors combine the advice and guidance received from each of your trusted consultants—financial, tax and legal professionals— into a clear and precise plan to help achieve your future goals. IHT delivers confidence and satisfaction to even the most complex financial challenges.
FINANCIAL PLANNING
- Goal planning
- Cash flow & income analysis
- Stock option analysis
- Education funding strategies
INVESTMENT MANAGEMENT
- Portfolio diversification and asset allocation strategies
- Tax-sensitive investments
- Concentrated stock strategies
RETIREMENT PLANNING
- Retirement income planning
- 401(k) and pension plan review
- 401(k)/403(b)/IRA Rollovers
INSURANCE PLANNING & RISK MANAGEMENT STRATEGIES
- Asset protection strategies
- Life insurance analysis & review
- Disability insurance analysis & review
- Personal liability insurance review
- Long-Term Care insurance
LEGACY PLANNING & CHARITABLE GIVING
- Estate planning do****ents review
- Wealth transfer strategies
- Beneficiary review
- Philanthropic planning
- Charitable trust strategies
- Private foundations
- Trust management services*
- Business succession/exit planning
Learn more about Financial Planning with IHT Wealth Management
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
