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  3. Multi-Generational/Estate Planning

Multi-Generational/Estate Planning

Our multi-generational financial planning approach seeks to provide you with the clarity, confidence and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.

We will work with you and your spouse on an ongoing basis to develop investment strategies that seek to:

  • Assure retirement income keeps up with inflation
  • Develop strategies for mandatory IRA withdrawals
  • Allow you to enjoy your favorite retirement hobbies and leisure activities
  • Address the rising cost of medical and long-term care
  • Provide the surviving spouse with personal, caring assistance in managing investments
  • Address education objectives for children and grandchildren

We will also establish a working relationship with your children and grandchildren to help them:

  • Analyze 401(k) plan options and implement strategies to grow these plans
  • Evaluate mortgage-refinancing options that may substantially reduce mortgage payments
  • Assess and implement attractive stretch IRA provisions
  • Review company stock option plans and develop an option exercise strategy

We will also review or develop an estate plan that seeks to simplify the transfer of your estate to family members. We will work with your other professional advisors, including your CPA and attorney, to ensure that all necessary estate-planning documents are in place, and that a plan is effectively coordinated and implemented on your behalf.

Services

  • Investment Management
  • Business Owner Services
  • Retirement Planning
  • Multi-Generational/Estate Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (605) 224-5959
Toll-Free: (800) 562-4015
Fax: (605) 224-2882

Email: contactus@reinkegray.com

1714 N Lincoln Avenue, Pierre, South Dakota 57501

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Reinke Gray Wealth Management are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place

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