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Wealth Building & Preservation

Everyone who wants financial stability and prosperity is looking to build wealth and preserve it. HMC’s team of specialists have expertise in all areas that will help you continue to accumulate wealth and, more importantly, protect and preserve it. We offer the following wealth building and preservation services:

  • Tax Planning
  • Planning for Life Events
  • Estate Planning
  • Business Exit and Succession Planning
  • Buy Ins/Buy Outs

Tax Planning

A core area in wealth building is the management and reduction of our clients’ tax liabilities. Through proper planning for current and future tax years, we can help you avoid over exposure to taxes at one end while looking for opportunities in the tax code that would be beneficial to your unique circumstances on the other. By helping to reduce the tax burden, we help you retain more of your hard-earned capital, which allows you to more quickly build your wealth and meet your financial goals. Learn more about Tax Planning

Planning for Life Events

We can also assist with the accumulation of capital for specific life events, such as retirement or college savings. We work with you to develop a custom plan to help you meet your savings goals and then advise you on the best investment vehicles to utilize based on your unique circumstances.

Estate Planning

Another area of wealth building and preservation involves estate planning: the eventual passing of your accumulated assets to others, be it your family, friends, church, charity, or valued employees. However, estate planning goes well beyond simply providing instructions that state who will be the recipient of your possessions; the plan should also consider aspects such as instructions for your care in the event of incapacitation, the care for your minor or special needs children, charitable giving, burial and funeral arrangements, as well as taxes and other expenses the estate will incur. All estate plans are unique – some may have a need for replacement of income, while others must plan for the continuation of a business. Your estate plan is an ongoing process that needs to be reviewed and updated as changes occur with your family, financial situation, and the laws over time.

Business Exit and Succession Planning

Although successful business owners put a lot of hard work into building their businesses, they often neglect to make an exit or succession plan. This process, like anything else, requires careful thought and planning to ensure a successful transition. Regardless of the path you choose, HMC can help you create an implement an exit plan that will help you maximize returns, minimize tax liability, and find a way to exit your business. The HMC team will help you through every step of the process. Learn more about Business Exit and Succession Planning

Understanding
tax terms can
make tax
preparation
less stressful.

Go to our Tax Resources page and review the tax term glossary
view tax term glossary >

TAX PLANNING GUIDE
Our Tax Planning Guide is an up-to-date reference on the latest business and individual tax developments.

Download the PDF >