WEALTH PROTECTION &
TRANSFER
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Asset protection and trust planning
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Creditor protection
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General wealth transfer planning
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Estate planning
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Philanthropic planning
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Retirement plan distribution planning
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Insurance planning (buy-sell agreements, key-person insurance, workers comp, etc.)
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Monetization and diversification of publicly traded securities
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Business succession planning
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Pre-sale and exit planning
Asset management, investment advisory, and financial planning services are offered through FHWV Financial, LLC, a Registered Investment Adviser.
FHWV Financial, LLC is affiliated with FHWV, LLP, a privately held limited liability partnership providing tax, accounting, consulting, valuation, transaction advisory, and legal services.
The website www.fhwv.com (the “FHWV Website”) is operated by FHWV, LLP and may include information about both FHWV, LLP and
FHWV Financial, LLC. Each entity is solely responsible for the services it provides.
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For more information about FHWV Financial, LLC, please visit BrokerCheck by FINRA.
