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IHT Wealth Management
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IHT Wealth Management

IHT Wealth Management

@ihtwealthmanagement
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IHT Wealth Management
IHT Wealth Management
43 w

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.

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IHT Wealth Management
IHT Wealth Management
43 w ·Youtube

May 20th, 2020

https://youtu.be/PluNw0OjRpM

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IHT Wealth Management
IHT Wealth Management
43 w ·Youtube

June 19th, 2020

https://youtu.be/R5t2V-8btHc

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IHT Wealth Management
IHT Wealth Management
43 w

Invest with IHT Wealth Management

Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals – no matter what the environment.

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IHT Wealth Management
IHT Wealth Management  changed his profile picture
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The Experience You Seek for the Future You Desire IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. - Our team of seasoned wealth advisors and service professionals bring experience across multiple financial disciplines and are committed to listening to you, assessing your concerns and developing a clear, actionable plan for ensuring that all of your assets are working toward helping you pursue what matters most. - Our advisors are well-versed in all aspects of wealth planning and many have met the stringent requirements to serve your needs in the capacity of CERTIFIED FINANCIAL PLANNER™ professionals. Many of our advisors also hold the Chartered Retirement Planning Counselor (CRPC®) designation, attesting to their commitment to continually educate themselves for the benefit of our clients. CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certification is a symbol of an advisor’s knowledge and credibility among his or her peers, and indicates the advisor’s status as a qualified, trustworthy financial planner. Contact Us today to schedule a no-obligation consultation to determine if we are the right fit for your financial and investment planning needs.
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http://www.ihtwealthmanagement.com/
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Living in United States
Located in Chicago Headquarters 123 N. Wacker Drive, Suite 2300 Chicago, IL 60606
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