Today, an integral part of my wealth consulting work are philanthropic tax planning strategies, and my clients are experiencing benefits for themselves, their families and the causes they care most about. I call these “Triple Win” benefits.
By introducing philanthropy into your overall financial and estate plans, you can create a lasting legacy. Philanthropic efforts allow you to provide for the individuals and institutions that have the most meaning to you, while improving the prospects that your children, grandchildren and generations to come so that your descendants will be able to realize their own ambitions and make meaningful contributions to society. Having a philanthropic plan will assist your loved ones in developing an identity in the community consistent with your family values, and your giving can be designed to ensure that those values are reflected for years in the organizations and activities you support.
The first step in your philanthropic journey is to meet with a certified financial planner and define your goals. Your CFP can explain how you can minimize taxes and allow your family to retain control of the wealth you have built through philanthropy. You will be able to create a plan that will implement strategies that match your values and fulfill your desires to maximization of your wealth.
Russell Jalbert has been referred to as the American “dean of financial planning” and formed the Jalbert Financial Group with the specific focus on helping people safeguard their retirement assets. As a Certified Financial Planner (CFP®) and leading financial advisor with experience through several economic changes during the past 35 years, Russell has witnessed the failure of “traditional planning wisdom” for protecting client monies. The methodology known as “asset allocation and diversification” has not adequately safeguarded assets from the severe and sudden drops in the marketplace. Russell knew a more reliable strategy for protecting client retirement assets must be utilized. As a result, he formed the Jalbert Financial Group; a firm of highly trained individuals who have come together to offer plans that safeguard (guarantee) principal, yet provide the opportunity of market growth.
The Jalbert Financial Group has consciously structured itself to be completely independent of any bank, brokerage firm or insurance company. They are fully dedicated to clients and have absolutely no ties to any outside organization. With this independence, they have positioned themselves to offer unbiased advice and the world’s finest financial vehicles to clients and their families. For more information, visit www.jalbertfinancial.com or call 877-807-7233.
