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Trust & Estate Planning

Estate planning is all about getting the right assets to the right people at the right time, in the most efficient manner (i.e., with the least possible erosion from taxes). You also want to retain enough assets ensure that you have enough money to maintain the lifestyle you’re accustomed to. Finding the right balance is a complex proposition.

The many facets of estate planning — from wills to trusts to deferred compensation — require high levels of expertise, and IZALE’s highly experienced, technically knowledgeable team is ready to assist you in creating a fine-tuned plan that protects everything you value, and takes care of everyone you love. And with an intense focus on tax reduction, we can ensure that your beneficiaries will receive what you intend for them to receive, in full.

At IZALE, we work with you on a one-to-one basis to assess what you already have and where improvements can be made. Knowing and understanding you is the key to creating an estate plan that is uniquely geared to you and your family. We integrate our knowledge of your special circumstances with our extensive planning knowledge to create a plan that results in the maximum benefit being passed on in exactly the way that you choose, and work closely with your other advisors to ensure smooth implementation.

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Investment Management

In today’s volatile markets, it’s more important than ever to understand the goals and expectations of the client. Time horizon, risk tolerance, investment experience, all play an important factor when we custom build your personalized portfolio; and that’s just the beginning. As the markets and economy change, and as the client needs change, IZALE Wealth Management is here to monitor and manage your portfolio. It all starts with a conversation.

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401(k), 403(b) & 457 PLANS

“How much do I need to save for retirement?” That’s the million-dollar question. Selecting the appropriate investments and contribution limits for your 401k, creating a disciplined strategy, and monitoring your plan is a primary focus of IZALE Wealth Management.

When was the last time your business reviewed its current 401k plan? Is it still cost effective, is it meeting the needs of all its participants, and providing ongoing education to all of your employees? If you answered “NO” to any of these questions, IZALE Wealth Management is here to help your business maximize the plan that you are offering to your staff.

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Education Planning

"If you fail to plan, you plan to fail."

We’ve all heard this at least once from one of our educators during our scholastic years. Learn about the programs to help you plan and save for education, from 529 plans, to prepaid tuition, IZALE Wealth Management will provide you with the “education” you need to put the most appropriate plan in place.

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Business Solutions

The day will come for every business owner when it’s time to move on. That’s a difficult prospect for anyone. After leading an organization so long and so well, it’s hard to walk away. But when it’s been properly planned, the transition can be much more comfortable and efficient.

Determining what kind of succession plan your business needs is not a cookie-cutter prospect. Our mission at IZALE Wealth Management is to take a personalized view of your business, then create a customized plan that meets your goals and puts all the pieces in place for a smooth transition.

Whether the plan hinges on a retirement, sale or other another kind transition, our expertise ensures that your strategy will be the most advantageous option for your specific needs, finances and circumstances.

Learn more about how IZALE Wealth Management can assist you with business succession planning.

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An uncomfortable topic for most, but the pillar of every sound investment portfolio strategy. IZALE Wealth Management will help you choose the most appropriate, cost effective insurance, to help best protect those you love care about.

Additionally, we review existing insurance policies to confirm that they are still the most appropriate in meeting the client’s goals and expectations.

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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.

​Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with IZALE Wealth Management.

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