Donating Your Wealth

The true value of philanthropy lies in the meaning it brings to those both giving and receiving.

For example:

  • A pleasant by-product for a family engaged in charitable pursuits appears to be the value it adds to effective communication of family values among generations. (Source: The Williams Group,www.thewilliamsgroup.org)


  • Ongoing legislative reform may afford existing and new opportunities for charitable giving to play an increasing role within your tax planning efforts. Keeping up with the latest regulations in this area can add value to your charitable pursuits.


If your goals include a philanthropic component, we carefully integrate it within your overall strategy.






ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.