Fackrell Trivette Wealth Management is committed to the financial soundness of our clients.We believe that the client comes first. We will work with you to create a financial plan that is tailored to your personal goals and objectives.
Our primary goal is to assist clients in four key stages of their financial lives. Those stages are: 1) the creation and growth of wealth, 2) preservation and protection of wealth, 3) distribution of wealth during life, strategically passing along wealth while living, 4) distribution of wealth at death, passing on wealth in a tax efficient manner at death.
In order to help you build an efficient financial plan that addresses your needs throughout the varying stages of life we offer access to a full range of products and services that encompass 12 key wealth management issues:
Qualified retirement plan/IRA distribution
Corporate executive stock options
Business succession planning
Durable power of attorney issues*
Gifting to children/descendants/others during life
Titling of assets
Executor/successor trustee issues
Distribution plan for wealth at death
*Legal services are not offered by Fackrell Trivette Wealth Management or LPL Financial.
*Securities, advisory and financial planning services offered through LPL Financial, a Registered Investment Advisor.Member FINRA/SIPC.
*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, NC, NM, SC, VA.
*Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.