“We take great pride in educating our clients and assuring that all decisions are made with their best interests in mind.”

At Josef Nejedly Consultancy, we evaluate your estate, gift and trust planning as one comprehensive plan.

We understand that as your life changes, new circumstances should be reflected in your overall estate planning and documentation. By working closely with your attorney, we will help facilitate the process and ensure that your needs and expectations are being fulfilled.

Our estate planning services include:

Reviewing your wills, trust documents and inventory of your assets and liabilities
Implementing tax-saving alternatives to existing and new estate plans
Identifying and re-mediating potential liquidity problems at death or in the event of a long-term disability
Providing a comprehensive business and family succession plan
Developing charitable or other gifting programs
Valuing businesses and other assets for estate and gift tax planning and administration
Initiating strategies to help minimize your estate and gift taxes

Contact us to discuss your estate planning needs.

How we tailor your account

Customized
Portfolio

Active
Management

Portfolio
Management

Asset
Allocation

First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.

Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.

Our Services

FINANCIAL PLANNING

If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.

INVESTMENT ADVISORY

Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.

SAVINGS SOLUTIONS

Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.

CORPORATE SERVICES

We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.

WEALTH MANAGEMENT

We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.

RETIREMENT PLANNING

Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.