As entrepeneurs and business owners ourselves, the advisors at CarterDillonUmbaugh have an insight to issues facing start ups and established businesses alike. One of our most valuable services is serving as a sounding board to business owners and providing perspective.
"In the end, a vision without the ability to execute it is probably a hallucination." - Steve Case, AOL co-founder
Estates & Legacy
Financial security for your loved ones can be attained through effective estate and trust planning. Proper succession of business ownership can mitigate many pitfalls embedded in the Internal Revenue Code. Our role is to assist you in navigating complex and ever-changing tax laws to facilitate proper asset transfer to your beneficiaries and minimizing their tax liabilities.
"The great use of life is to spend it for something that will outlast it." - William James
Personal Finance & Investing
Personal finance goes beyond "buy" "sell" or "hold". No two individuals will share exactly the same needs in the same way. Our advisors will make sure you are making fiance and investing decisions that remain within your overall needs.
"Investing money is the process of committing resources in a strategic way to accomplish a specific objective." - Alan Gotthardt, The Eternity Portfolio
Next year is too late to plan for this year's taxes. Decisions you make today will definitely impact how much you pay in taxes next year. Projecting income and expenses and reviewing potential deductions can make a significant difference on your taxes.
"The difference between death and taxes is death doesn’t get worse every time Congress meets." - Will Rogers