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Wealth Management

Our valued clients demand excellence, innovation and professionalism, and as CPAs and financial advisors, Bumgardner Morrison has a comprehensive skillset that provides tax-optimized wealth management solutions that meet those demands. We strive to help you gain the peace of mind that comes from planning ahead for the uncertainties of life. Your financial well-being is an ongoing process throughout life and we’re here to help you make the right financial decisions each step of the way.

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Tax Planning

By leveraging tax and financial advisory experience, Bumgardner Morrison will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens.

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Retirement
Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Bumgardner Morrison will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles, with the goal of making sure your income is sustained during the time when you reward yourself for years of hard work.
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Investment Planning
Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. Accordingly, the investment strategy you once had may no longer be appropriate or adequate. As life and goals change, your investment strategy may need to change. Bumgardner Morrison will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.
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Education
Considering that education costs increase yearly, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.
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Insurance
Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
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Income Protection
Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.
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Business Planning
Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Bumgardner Morrison offers comprehensive support for complex business planning needs.
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Debt Management
Living with debt may not only cause stress, but may prevent you from living the life you want. Bumgardner Morrison offers effective credit management advice and solutions to help you move past the debt you have and prepare for major purchases and unexpected costs in the future.
Keys being passed across a table after buying a house.
Estate Planning
Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Bumgardner Morrison will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.
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Special Situations
Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Bumgardner Morrison will guide you through these situations to make sure you are prepared.
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