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San Diego Integrated Wealth Solutions Asset Management Financial Business Mortgage Insurance Tax

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Uploaded on Jan 10, 2011

http://IWSteam.com
written and produced by http://JillAddison.com

Eric:
I work with many business owners, professionals and high level executives who have done well for themselves, yet still experience anxiety about how to protect and grow their wealth.
Ted:
Given the changes over the last few years I see many people who are somewhat paralyzed when it comes to financial decisions. They're not clear on their path when it comes to managing their finances, and they're afraid to take that next step.
Carolyn:
We help a lot of people with significant assets who say they feel like the pieces of their financial big picture are just floating out there, and they don't have a clear picture of how it all fits together.
Dan: (to camera)
. Integrated Wealth Solutions is devoted to helping our clients achieve financial peace of mind by taking a proactive and personalized approach to wealth creation, protection, and distribution.
From tax planning, to investments, to estate planning, to insurance, mortgages and real estate, we can help you see how all the pieces of the puzzle work together.
Carolyn:
I like to think of Integrated Wealth Solutions as serving a purpose similar to the team that put the Apollo spacecraft on the moon. Because the environment was constantly changing, the spacecraft was off course ninety percent of its flight. It took the best and brightest scientists working as an integrated team to continuously monitor the two hundred and forty thousand mile journey. They acknowledged the deviations from the expected path and made the necessary course corrections to successful land the Apollo within 15 feet of its target.
Eric:
Each of our clients is on a journey too. Our goal is to uncover our client's core values to help chart their lifelong financial path.

An important part of our process includes asking important questions like: What's important to you?... Is it to leave a legacy? To travel the world? To fund your children's education? To make a difference in the world?

After we identify our clients' core motivations, we then serve as their team of experts experienced advisors to help them chart their path, make needed mid-course corrections, and help them arrive safely at their target.
Janean:
We often work together to advise clients on major decisions such as purchasing an investment property -- meeting with a client as "team" to help them look at all aspects of their life and balance sheet before making a that big decision.

Ted:
Through a series of questions we are often able to get a clear picture of a client's tax profile. Once we fully understand the situation, it could become apparent that the tax laws surrounding rental property ownership are not may not be in a client's favor. It may be possible that we cannot take advantage of many of the tax deductions that most people equate with owning real estate.
Curt:
So, often times in less than an hour, we are able to talk through all the options and, while an investment may make sense in a number of ways, it is critical to explore all aspects from a debt, equity, short-term, long-term, and tax perspective before moving forward. We sometimes find that what initially seems like a good investment may turn out to have bigger tax implications, thus not be the correct move at the time.
Ted:
We like to think of ourselves as a sort of personal advisory board,... as we help guide our clients through the constantly changing environment.

Because the Integrated Wealth Solutions team has worked together for many years, we all understand the delicate nature of financial decisions, and thus can anticipate the unique needs of our client. Our strength lies not only in our independence but also in our understanding of all aspects of wealth creation, management, protection, and distribution.

While we are most effective as an integrated team, we are happy to work seamlessly with YOUR existing financial team.




Dan: (to camera)
Please contact us to schedule a free consultation. We look forward to meeting with you to explore the possibility of partnering with you on your financial journey.

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