Certified Wealth Strategist®
Hallmark Financial, LLC is proud to announce that Sherry Hall earned the Professional Designation as a Certified Wealth Strategist® Professional. The Certified Wealth Strategist® Designation indicates that Sherry is committed to working comprehensively with our clients to address all of their wealth management issues in a systematic, disciplined manner. Please read below the benefits of working with a Certified Wealth Strategist® Professional.
Every Certified Wealth Strategist® Professional:
- Understands and uncovers the key wealth issues high net-worth clients face
- Understands their clients’ situation, future, feelings, and family dynamics – the big picture of where they need to be – and helps to reconcile any gaps
- Places these issues in the context of a wealth management strategy
- Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources
- Acts as an emotional counselor, relying on a disciplined process to achieve client goals
A Certified Wealth Strategist® Professional:
- Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market
- Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
- Has the competence to identify issues and assume the lead role in analysis with other experts as needed
- Provides ideas, suggestions, and alternatives for addressing your specific issues
- Is your “Trusted Advisor”
A Certified Wealth Strategist® Professional strives to help clients:
- Create and grow wealth
- Protect and preserve their wealth
- Plan for the distribution of their wealth during life in the most tax-advantaged way
- Plan for the distribution of their wealth at death in the most tax-advantaged way
13 Wealth Management Issues
- Investments
- Insurance
- Gifting During Life
- Titling of Assets
- Durable Power of Attorney
- Choice of Exector/Trustee
- Stock Options
- Liabilities
- QRP/IRA Distribution
- Business Succession Plan
- Charitable Gifting During Life
- Charitable Inclinations at Death
- Wealth Distribution at Death
Cannon Financial Institute©