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- Family wealth transfer planning
- Trust planning and design
- Income tax projections and analysis
- Retirement accumulation and income analysis
- Executive benefits analysis
- Insurance review and needs analysis
- Charitable giving
- Education contribution projections and analysis
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WEALTH STRATEGIES AND PLANNING SERVICES
Consistent throughout all the financial specialists in the KNBT Wealth Management Group is that all take a big picture approach to our clients' current and future wealth scenarios. This perspective keeps us keenly aware that many times practical issues may supercede the numerical analysis. Since no part of our clients' planning takes place in a vacuum, we apply the practical issues as we integrate the various financial and estate planning disciplines into a single, comprehensive financial plan. The KNBT Wealth Management team is eminently qualified and resourced to handle even the most sophisticated situations.Depending on individual needs, your wealth strategy plan and implementation may address one or more of the following areas:
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KNBT Wealth Management Group 1620 Pond Road Allentown, PA 18104-2255 Phone: 610-366-9934 | Fax: 610-366-9939 |