Broker Check

Independent Audit Services

Wealth Control Advisors performs independent audits and financial reviews that enable our clients to assess their situation, discover issues and consider solutions. Often these audits are performed in conjunction with your other professional advisors, such as attorneys or CPAs.

What can you learn from an audit?

  • Whether your business is properly valued
  • If your business succession plan is properly funded to meet your obligations and objectives
  • Whether your insurance and investments are meeting your expectations
  • If your life insurance policies will survive as long as you do
  • Whether you have sufficient protection against your major risks and unknown gaps
  • If your company is offering cost effective and desirable employee benefits
  • Ways to protect your interests in a divorce or business separation
  • Areas of risk that you have not yet addressed