Planning for Life Podcast
Financial Planning for Ultra High-Net-Worth Individuals
Jacobs, Coolidge & Company works with a wide range of clients, including ultra high-net-worth individuals.
With a high net worth comes big concerns about how to maximize the efficiency of your dollars and the need to ensure you’re putting your money to its best use throughout your life and beyond.
Today, Russell Jacobs discusses the biggest concerns of clients with an ultra-high net worth. In this conversation, Russel highlights not only why these concerns are so prevalent, but also shares how working with a financial planner and financial advising firm can make a big difference in the planning experience.
In this episode, you’ll learn:
-The definition of ultra high-net-worth clients
-Planning considerations around transfers of wealth
-How Jacobs, Coolidge & Company helps high net-worth clients reduce their tax burden
-The advantage of taking a multiple-pronged financial planning approach
-And more!
Join Russel now to learn about the biggest concerns held by people with an ultra high-net-worth and how Jacobs, Coolidge & Company can help!
CRN202203-261583
Mailing List
Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
