Waite Financial, LLC

Who are My Clients? Waite Financial clients are affluent individuals and families who desire a holistic approach to their wealth management and legacy planning. Oftentimes they are in significant transition and require strategic help, for example, with: the timing of retirement responsible management of an inheritance aligned with their values dealing with the complexities around the death of a spouse complex tax or estate planning issues sale of closely held business the timing and exercise of stock options and deferred compensation payouts Sometimes they are “suddenly wealthy” as a result of a significant liquidity event such as a legal settlement or an increased value in stock position. Many are women who seek safe environments where they are not pressured into making hasty planning and investing decisions. These situations may present more challenges and require an understanding of personal values and family dynamics and aspirations in order to create an ongoing process for addressing the opportunities and risks that accompany them. Areas of Specialization WEALTH MANAGEMENT Complete Portfolio Analysis:​ Safety, Performance, Efficiency, Low Expenses + Tax Minimization Consolidate + Simplify Accounts Manage Portfolio Risk Diversify Assets According to Goals Choose Investments + Portfolio Managers/Funds Perform On-going Due Diligence Easy-To-Read Gain/Loss Reporting Integrate Data for Clients’ Other Financial Advisors (Attorneys, CPAs) FINANCIAL PLANNING (Available to Wealth Management Clients Only) Articulate + Quantify Your Life Goals Focus on Tax Elimination + Efficiency Project Future Net Worth Address Legacy Issues Maintain Comprehensive Net Worth Statements Enforce Cash Flow Management Accountability Optimize After-Tax Retirement Income Assess Financial Transition Matters – Change of Life Situations Ensure Professional Advisors are Moving in the Same Direction — Yours ASSET PROTECTION Complete Life, Disability + Long Term Care Insurance Analysis Placement of Best Products for You Pre-Estate Planning Counseling, Saving Time + Money Before Meeting with Your Attorney Evaluate Best Strategies for Estate Tax Elimination or Savings

Address: 428 4th Ave., NW, Hickory, North Carolina 28601, USA

Phone: +1 828 322 9595
FAX: +1 866 716 8663