Wealth Management

 

Wealth Management 1

 


 

We work with Nicola Wealth to help you in overseeing your financial assets. Through this partnership, we can provide resources and consulting for wealth management, investments, charitable donations, and philanthropic activities. 

 


 

OUR DELIVERABLES

With ELO Counsel

Review role of Planned Giving Fund and a Foundation

Develop a Comprehensive Philanthropic Plan

In Collaboration with Nicola Wealth

Review Financial Planning Objectives

Review Tax Planning Strategies

Create Cash-Flow Projections Regarding Retirement Needs

Determine a Suitable Portfolio Mix & Investment Strategy

 


 

OUR EXPERT ADVISORS

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     RICHARD (RICK) J. GOOSSEN

       BA (Hons), JD, LLM, PhD

      President, ELO Network

 

 

Nicola Wealth Logo 2024

     Wealth Advisory Consultants

       Nicola Wealth

 

 

 


  When selling a business, it often prompts a business owner's decisions on how to manage their newfound wealth. We help you find the best way to invest, save, and set up charitable activities so you can get the most out of your money.