Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax

8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone

info@wealthcontrol.com

Implement: Deliver and Execute the Strategies

When you go forward with the Wealth Control SystemT, you benefit from our experience at making sure all the pieces fit! We coordinate and oversee the implementation of your plan and organize the details for you. We use our years of experience and know how to manage your wealth so you have personal and financial order in your life. This allows you to focus on your true passions and unique abilities.

We work with leading professionals and your chosen advisors to AIM (Audit, Integrate, and Manage) all aspects of your planning.

The result is an understandable and effectively implemented plan to help with the management, preservation, control, and transfer of your wealth, both material as well as the non-material aspects.

Action Items
The implementation phase of the Wealth Control System is often as diverse and unique as our clients themselves.

The following are a few of the actions that we can implement for you.

• Write and present mission statement and goals to family members and advisors
• Hold family meetings to educate, explain, and clarify aging dilemmas, special needs, as well as estate and legacy decisions
• Evaluate and carefully select charitable strategies
• Draft an Ethical Will* or Family Letter for family members
• Hold family meetings to educate, explain, and clarify aging dilemmas, special needs, as well as estate and legacy decisions
• Commission a Living Legacy Video (See Case Study 1)
• Help initiate a thorough professional business valuation
• Formalize and implement a fully funded Business Succession Plan
• Establish a Family Limited Partnership (See Case Study 2)
• Evaluate and implement professionally managed investment programs
• Implement a plan to care for your and your spouse's long term care
• Facilitate the updating of Wills, Trusts, Health Care Proxies, Beneficiaries, Guardians by your chosen attorney (See Case Study 3)
• Evaluate what kinds and amounts of insurance you need
• Fix under funded life insurance policies so they do not die before you (the insured individual) die
• Transfer ownership of insurance policies to irrevocable life insurance trust (ILIT) (See Case Study 4)

If you want to simplify your life and experience some of these results, contact us.

*Estate Planning done in conjunction with your estate planning attorney, tax attorney and/or CPA.