Raising kids comes with nurturing their dreams of future success. However, from education to major life milestones, the costs of those dreams can add up. Investing in their future early on allows you to take advantage of years of growth and tax benefits.
Why do you need it?
Planning early allows you to build a strong financial future for your children while using tax-efficient strategies. Here is how we can help:
- Kids’ life insurance: Beyond providing security, a life insurance policy for children grows in cash value over time. It offers a lifelong financial asset they can access for education, a home purchase, or other major milestones, also you can transfer ownership to your kid without any tax implication!
- In-trust accounts for kids: These accounts let you invest on your child’s behalf, taking advantage of tax-efficient growth. Starting early creates significant savings to support life goals like travel or starting a business.
- Investing for education: Education costs are rising, but a structured investment plan can ease the burden. We can help you build an education fund that ensures your kids have access to quality colleges and universities while preserving your financial stability.
How we can help:
At WiseInvest™, we specialize in creating financial strategies for families, combining tax efficiency, growth potential, and security. We help you:
- Set up life insurance and trust accounts for long-term benefits.
- Build tailored education funds for your children’s future.
- Secure a financial legacy that supports their success.
Start Building Your Child’s Future Today
Don’t wait to give your kids the financial head start they deserve. Contact WiseInvest™ now to explore trust and estate planning, in-trust accounts, and kids’ life insurance.
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.