Advanced Planning

Advanced Planning encompasses all the complex financial services we manage for our clients. As your life gets more complicated, your finances get more complicated as well, from tax reviews to education planning to charitable giving.

Ladd Bales is focused on the interaction of all these necessary strategies:

Wealth Enhancement

Ensuring our clients have the cash flow they need while

managing the tax impact on their financial plan.

Retirement planning
Tax Planning & Reviews
Investment Management

Wealth Transfer

Helping our clients understand their purpose for their money through in-depth discovery and strategic estate planning techniques.

Education Planning
Business Succession Planning
Trust Services
Estate Plan Reviews

Wealth Protection

Managing our clients' risk exposure to protect them from unexpected situations that may negatively impact their financial goals.

Insurance Planning
Identity Theft Protection

Charitable Giving

Supporting our clients' desires to give back by establishing intentional giving plans for now and the future.

Donor Advised Funds
Charitable Trusts
Family Foundations

Our Extended Team