Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.

10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone

info@wealthcontrol.com

Discover: The Mission

In our Discovery meeting, we help you define the goals that will guide us as we Assess the possibilities, Design and then Implement the Plan.

We help you to realize how the power of your vision and all aspects of your wealth can make a difference for the people and causes you value.

We believe that comprehensive planning cannot be carried out in a vacuum. You need to know how you are doing, where are your risks, and where are your opportunities? Will you have sufficient assets for your retirement, children’s education, or other savings goals? What can you do to help you fulfill your goals? To protect against risks, you need to understand where the risks are and what options are available to safe guard against them. To truly fulfill your sense of purpose and create a lasting legacy, your financial planning must be guided by your core values and personal principles.

All of our projects, whether for individuals, families, or companies, are guided by your personal and financial objectives. Click here to see some of the actual goals set forth by our clients in the Discovery phase of their project.

Focusing on your values will help assure that all aspects of your wealth (Human, Intelectual, and Financial) will be in your control.

Contact us to find out more information on how to control your wealth.

Determine Your Values and Goals
Every individual or company operates under a different set of values and may have very different goals for what they want to achieve with the wealth they have accumulated.

The following are some examples of goals that clients have set for themselves in the Discovery phase of the process:

• Maintain control over their life and personal affairs
• Assure lifestyle; achieve tax-free conversion of paper profits
• Protect their assets from government penalties, taxes and lawsuits
• Reduce income taxes and capital gains taxes
• Implement a plan for their long term care, should they get sick and need care
• Manage, protect and enhance the value of their family business
• Reduce federal gift and estate taxes
• Avoid administrative expense and delay
• Create a charitable foundation where family members can actively direct gifts to personal causes they value
• Pass values and responsibility to family members

Contact us to find out more information on how to control your wealth.